Fidelity Low-Priced Stock Fund | 149,689 | 30 Mar 2024 | 1.53% | 5,590,883 |
AMG Yacktman Focused Fd-Security Selection Only | 120,000 | 30 Mar 2024 | 1.23% | 4,481,999 |
Delaware Ivy Natural Resources Fund | 111,299 | 30 Mar 2024 | 1.14% | 4,157,017 |
AMG Yacktman Special Opportunities Fd | 71,000 | 30 Mar 2024 | 0.73% | 2,651,849 |
Ivy Variable Insurance Port-Energy Port | 69,111 | 30 Mar 2024 | 0.71% | 2,581,295 |
Ivy Variable Insurance Port-Natural Resources Port | 45,391 | 30 Mar 2024 | 0.46% | 1,695,353 |
Unified Series Trust-Ballast Small/Mid Cap ETF | 42,157 | 30 Mar 2024 | 0.43% | 1,574,563 |
Fidelity Capital & Income Fund | 37,978 | 30 Mar 2024 | 0.39% | 1,418,478 |
Fidelity Low Priced Stock K6 Fund | 19,572 | 30 Mar 2024 | 0.20% | 731,014 |
Fidelity Strategic Advisers Fidelity U.S. Total Stock Fund | 14,200 | 30 Mar 2024 | 0.15% | 530,369 |