News + Filings Key Docs Ownership
|
|
EQUISHARES CORPORATION (AOR)
|
|
|
Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
|
RAYMOND JAMES & ASSOCIATES
| 2,089,605 | 1,688,682 | 98,545,778,000 | 0.09 | |
Hist
| 12/31/2022 |
|
BlackRock Inc.
| 1,544,196 | 11,252 | 79,448,884,000 | 0.00 | |
Hist
| 06/30/2023 |
|
BANK OF AMERICA CORP /DE/
| 1,327,030 | -39,453 | 68,275,687,000 | 0.01 | |
Hist
| 06/30/2023 |
|
ASPIRIANT, LLC
| 638,469 | -710,203 | 30,110,222,000 | 1.53 | |
Hist
| 12/31/2022 |
|
WELLS FARGO & COMPANY/MN
| 551,489 | -83,224 | 28,374,090,000 | 0.01 | |
Hist
| 06/30/2023 |
|
ASSETMARK, INC
| 344,745 | 9,497 | 17,737,141,000 | 0.07 | |
Hist
| 06/30/2023 |
|
ADVISOR GROUP HOLDINGS, INC.
| 320,350 | -129,549 | 16,456,933,000 | | |
Hist
| 06/30/2023 |
|
Consilium Wealth Advisory, LLC
| 301,298 | 314 | 14,887,140,000 | 10.42 | |
Hist
| 09/30/2023 |
|
LPL Financial LLC
| 271,470 | -36,287 | 13,581,654,000 | 0.01 | |
Hist
| 03/31/2023 |
|
MORGAN STANLEY
| 224,077 | -832,309 | 11,528,807,000 | 0.00 | |
Hist
| 06/30/2023 |
|
TRUIST FINANCIAL CORP
| 217,014 | 139,689 | 10,234,397,000 | 0.02 | |
Hist
| 12/31/2022 |
|
UBS Group AG
| 181,743 | 14,354 | 9,350,678,000 | 0.00 | |
Hist
| 06/30/2023 |
|
Bell Investment Advisors, Inc
| 175,990 | -35,043 | 9,054,661,000 | 2.01 | |
Hist
| 06/30/2023 |
|
Warren Averett Asset Management, LLC
| 188,816 | 115,359 | 8,904,542,000 | 0.49 | |
Hist
| 12/31/2022 |
|
ROYAL BANK OF CANADA
| 171,018 | -127,544 | 8,799,000,000 | 0.00 | |
Hist
| 06/30/2023 |
|
Kestra Advisory Services, LLC
| 168,506 | -32,601 | 8,669,634,000 | 0.09 | |
Hist
| 06/30/2023 |
|
Richard Bernstein Advisors LLC
| 161,223 | -225,578 | 8,066,024,000 | 0.17 | |
Hist
| 03/31/2023 |
|
BlueCrest Capital Management Ltd
| 144,444 | 144,444 | 7,431,644,000 | 0.25 | |
Hist
| 06/30/2023 |
|
Bank of New York Mellon Corp
| 143,373 | 823 | 7,376,558,000 | 0.00 | |
Hist
| 06/30/2023 |
|
BSW Wealth Partners
| 141,069 | 11,701 | 7,258,000,000 | 1.51 | |
Hist
| 06/30/2023 |
|
Aveo Capital Partners, LLC
| 129,970 | 183 | 6,686,970,000 | 0.85 | |
Hist
| 06/30/2023 |
|
American Portfolios Advisors
| 138,777 | 138,777 | 6,214,434,000 | 0.26 | |
Hist
| 09/30/2022 |
|
WestEnd Advisors, LLC
| 106,459 | -251,473 | 5,326,190,000 | 0.17 | |
Hist
| 03/31/2023 |
|
TRUE Private Wealth Advisors
| 98,323 | 6,723 | 5,058,722,000 | 0.75 | |
Hist
| 06/30/2023 |
|
PATTON ALBERTSON MILLER GROUP, LLC
| 83,649 | -51,558 | 4,303,762,000 | 0.83 | |
Hist
| 06/30/2023 |
|
UNIQUE WEALTH, LLC
| 83,213 | -1,972 | 4,111,543,000 | 1.72 | |
Hist
| 09/30/2023 |
|
STIFEL FINANCIAL CORP
| 77,623 | -358 | 3,993,676,000 | 0.01 | |
Hist
| 06/30/2023 |
|
Weaver Consulting Group
| 76,292 | -15,046 | 3,925,198,000 | 1.73 | |
Hist
| 06/30/2023 |
|
LBMC INVESTMENT ADVISORS, LLC
| 80,552 | -12 | 3,890,655,000 | 0.41 | |
Hist
| 09/30/2023 |
|
Brookstone Capital Management
| 67,043 | 22,941 | 3,391,033,000 | 0.07 | |
Hist
| 06/30/2023 |
|
Fort Henry Capital, LLC
| 65,754 | -3,361 | 3,248,880,000 | 2.78 | |
Hist
| 09/30/2023 |
|
Raymond James Financial Services Advisors, Inc.
| 67,799 | -18,403 | 3,197,480,000 | 0.01 | |
Hist
| 12/31/2022 |
|
FIRST FOUNDATION ADVISORS
| 61,584 | -914 | 3,168,497,000 | 0.14 | |
Hist
| 06/30/2023 |
|
Burt Wealth Advisors
| 66,947 | 50,157 | 3,157,210,000 | | |
Hist
| 12/31/2022 |
|
ENVESTNET ASSET MANAGEMENT INC
| 61,097 | 7,346 | 3,143,423,000 | 0.00 | |
Hist
| 06/30/2023 |
| << Prev Next >> |
|
|
|
|