News + Filings Key Docs Ownership
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Multi-Strategy Custom Fund - C, Ltd.
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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Raymond James Financial Services Advisors, Inc.
| 1,097,449 | -39,314 | 33,439,262,000 | 0.07 | |
Hist
| 12/31/2022 |
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Prospera Financial Services Inc
| 800,191 | 104,324 | 28,414,570,000 | 1.09 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 761,386 | 215,872 | 27,037,000,000 | 0.01 | |
Hist
| 06/30/2023 |
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Donald L. Hagan, LLC
| 756,796 | -199,032 | 26,873,816,000 | 15.14 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 771,426 | 87,974 | 23,505,529,000 | 0.02 | |
Hist
| 12/31/2022 |
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Resources Investment Advisors, LLC.
| 339,133 | 78,660 | 12,042,616,000 | 0.27 | |
Hist
| 06/30/2023 |
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IHT Wealth Management, LLC
| 326,053 | 18,197 | 10,762,996,000 | 0.61 | |
Hist
| 03/31/2023 |
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MORGAN STANLEY
| 295,353 | 27,872 | 10,487,985,000 | 0.00 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 248,552 | -12,997 | 8,204,687,000 | 0.01 | |
Hist
| 03/31/2023 |
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First Capital Advisors Group, LLC.
| 211,864 | 73,745 | 7,523,303,000 | 3.93 | |
Hist
| 06/30/2023 |
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Stratos Wealth Advisors, LLC
| 179,331 | 81,175 | 6,368,047,000 | 0.45 | |
Hist
| 06/30/2023 |
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Steward Partners Investment Advisory, LLC
| 172,600 | 25,838 | 6,129,035,000 | 0.09 | |
Hist
| 06/30/2023 |
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SkyOak Wealth, LLC
| 197,349 | -28,947 | 6,013,224,000 | 2.02 | |
Hist
| 12/31/2022 |
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ADVISOR GROUP HOLDINGS, INC.
| 140,492 | -9,162 | 4,988,781,000 | | |
Hist
| 06/30/2023 |
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ARQ WEALTH ADVISORS, LLC
| 127,521 | 127,521 | 4,528,271,000 | 2.94 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 101,353 | -3,915 | 3,599,056,000 | 0.00 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 99,903 | 79,729 | 3,044,044,000 | 0.01 | |
Hist
| 12/31/2022 |
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Wall Capital Group, Inc.
| 94,506 | 4,399 | 2,995,215,000 | 4.14 | |
Hist
| 12/31/2022 |
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SPC Financial, Inc.
| 81,582 | 20,458 | 2,896,977,000 | 0.31 | |
Hist
| 06/30/2023 |
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J2 Capital Management Inc
| 68,549 | -24,812 | 2,434,175,000 | 2.89 | |
Hist
| 06/30/2023 |
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SFMG, LLC
| 49,382 | -1,176 | 1,504,670,000 | 0.17 | |
Hist
| 12/31/2022 |
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Well Done, LLC
| 27,910 | -2,698 | 850,000,000 | 0.18 | |
Hist
| 12/31/2022 |
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ROMAN BUTLER FULLERTON & CO
| 24,086 | -10,031 | 767,636,000 | 0.40 | |
Hist
| 12/31/2022 |
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Destiny Wealth Partners, LLC
| 22,380 | 22,380 | 763,606,000 | 0.15 | |
Hist
| 09/30/2023 |
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Triumph Capital Management
| 16,682 | 16,682 | 592,378,000 | 0.27 | |
Hist
| 06/30/2023 |
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Occidental Asset Management, LLC
| 15,377 | -11,898 | 546,037,000 | 0.12 | |
Hist
| 06/30/2023 |
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Eqis Capital Management, Inc.
| 12,141 | -691 | 431,120,000 | 0.05 | |
Hist
| 06/30/2023 |
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CITADEL ADVISORS LLC
| 12,063 | 2,954 | 428,357,000 | 0.00 | |
Hist
| 06/30/2023 |
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Atria Wealth Solutions, Inc.
| 10,716 | 10,716 | 380,525,000 | 0.01 | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 9,904 | 968 | 352,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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North Ridge Wealth Advisors, Inc.
| 10,501 | 10,501 | 346,652,000 | 0.35 | |
Hist
| 03/31/2023 |
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Kingsview Wealth Management, LLC
| 9,209 | -2,836 | 327,012,000 | 0.01 | |
Hist
| 06/30/2023 |
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Regal Investment Advisors LLC
| 8,606 | 1,581 | 305,596,000 | 0.03 | |
Hist
| 06/30/2023 |
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Leonard Rickey Investment Advisors P.L.L.C.
| 8,046 | 8,046 | 285,704,000 | 0.11 | |
Hist
| 06/30/2023 |
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Western Wealth Management, LLC
| 9,248 | -9,128 | 281,787,000 | 0.03 | |
Hist
| 12/31/2022 |
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