Rocket


News + Filings
Key Docs
Charts
Ownership

SMART CHOICE AUTOMOTIVE GROUP INC (SCHA)

Portfolio as of:
NameSharesChangeValue% Port% OSHistDate
Empower Advisory Group, LLC 11,769,132612,552515,487,980,0002.22  Hist 06/30/2023
Personal Capital Advisors Corp 10,519,302505,277426,136,944,0002.07  Hist 12/31/2022
BANK OF AMERICA CORP /DE/ 9,359,665130,583409,953,345,0000.04  Hist 06/30/2023
SEI INVESTMENTS CO 7,562,613131,348331,245,140,0000.58  Hist 06/30/2023
GOLDMAN SACHS GROUP INC 3,301,3252,365,193138,424,540,0000.03  Hist 03/31/2023
Financial Engines Advisors L.L.C. 2,720,359-16,217119,151,710,0000.30  Hist 06/30/2023
ENVESTNET ASSET MANAGEMENT INC 2,370,877-1,097,086103,844,394,0000.05  Hist 06/30/2023
ADVISOR GROUP HOLDINGS, INC. 2,029,227-169,17889,009,836,000   Hist 06/30/2023
Advisory Alpha, LLC 1,861,093161,01975,395,940,0005.34  Hist 12/31/2022
UBS Group AG 1,718,188163,68975,256,634,0000.03  Hist 06/30/2023
Mariner, LLC 1,480,113-19,83964,829,039,0000.17  Hist 06/30/2023
HighTower Advisors, LLC 1,289,299-589,26556,448,000,0000.11  Hist 06/30/2023
Savant Capital, LLC 1,154,048-175,52350,547,270,0000.79  Hist 06/30/2023
Marcum Wealth, LLC 1,207,290-24,44750,005,950,0006.01  Hist 09/30/2023
AMERIPRISE FINANCIAL INC 1,094,129-127,90647,918,281,0000.02  Hist 06/30/2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,079,838-30,47747,296,894,0000.06  Hist 06/30/2023
MORGAN STANLEY 980,301-359,34142,937,221,0000.00  Hist 06/30/2023
LPL Financial LLC 1,007,156-39,25342,230,060,0000.03  Hist 03/31/2023
UNITED CAPITAL FINANCIAL ADVISERS, LLC 957,457-1,37141,936,596,0000.23  Hist 06/30/2023
Financial Advisors, LLC 984,70549,76240,786,480,00010.10  Hist 09/30/2023
Prime Capital Investment Advisors, LLC 884,749105,84238,751,985,0000.76  Hist 06/30/2023
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 750,06982,77632,853,040,0009.76  Hist 06/30/2023
BerganKDV Wealth Management, LLC 753,349249,43330,518,169,0003.31  Hist 12/31/2022
KLINGENSTEIN FIELDS & CO LP 702,299-18,28029,447,397,0001.47  Hist 03/31/2023
Tradewinds Capital Management, LLC 674,955669,17927,342,428,00012.73  Hist 12/31/2022
Cerity Partners LLC 608,120339,48626,635,670,0000.10  Hist 06/30/2023
RKL Wealth Management LLC 595,2962,20126,073,947,0003.09  Hist 06/30/2023
Visionary Wealth Advisors 562,702-44,50824,646,338,0001.97  Hist 06/30/2023
Legacy Wealth Management, Inc 577,33415,20623,387,782,0002.24  Hist 12/31/2022
Corient Private Wealth LLC 530,790530,79023,248,624,0000.05  Hist 06/30/2023
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 538,68265,29622,586,937,0000.25  Hist 03/31/2023
MERIDIAN MANAGEMENT CO 508,54238,36522,274,121,0006.98  Hist 06/30/2023
Beacon Pointe Advisors, LLC 524,10825,32121,975,814,0000.37  Hist 03/31/2023
MONETA GROUP INVESTMENT ADVISORS LLC 487,48637,34221,351,885,0000.47  Hist 06/30/2023
1832 Asset Management L.P. 455,810019,112,113,0000.04  Hist 03/31/2023
<< Prev     Next >>
Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy