Overview Financials News + Filings Key Docs Charts Ownership Insiders
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Chart Acquisition Corp. (CACG)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 280,628 | -78,682 | 11,834,083,000 | 0.00 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 162,839 | 1,184 | 6,866,920,000 | 0.01 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 146,069 | -5,675 | 4,835,003,000 | 0.01 | |
Hist
| 12/31/2022 |
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ROYAL BANK OF CANADA
| 73,842 | -48,193 | 3,114,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 63,202 | 554 | 2,665,237,000 | 0.00 | |
Hist
| 06/30/2023 |
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BARNES PETTEY FINANCIAL ADVISORS, LLC
| 55,448 | 4,838 | 2,089,835,000 | 2.00 | |
Hist
| 03/31/2023 |
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UBS Group AG
| 45,444 | -3,044 | 1,916,373,000 | 0.00 | |
Hist
| 06/30/2023 |
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AVANTAX ADVISORY SERVICES, INC.
| 41,956 | -18,952 | 1,769,287,000 | 0.02 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 42,844 | -5,461 | 1,418,136,000 | 0.00 | |
Hist
| 12/31/2022 |
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LPL Financial LLC
| 36,443 | -5,792 | 1,373,529,000 | 0.00 | |
Hist
| 03/31/2023 |
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IHT Wealth Management, LLC
| 34,128 | 0 | 1,286,283,000 | 0.07 | |
Hist
| 03/31/2023 |
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NewEdge Advisors, LLC
| 27,826 | 27,826 | 1,173,430,000 | 0.01 | |
Hist
| 06/30/2023 |
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CENTRAL TRUST Co
| 32,980 | 12,617 | 1,091,638,000 | 0.03 | |
Hist
| 12/31/2022 |
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Gladstone Institutional Advisory LLC
| 18,500 | 0 | 780,145,000 | 0.05 | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 18,461 | -1,877 | 695,795,000 | 0.01 | |
Hist
| 03/31/2023 |
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RAYMOND JAMES & ASSOCIATES
| 18,416 | -60,195 | 609,561,000 | 0.00 | |
Hist
| 12/31/2022 |
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Cetera Advisor Networks LLC
| 14,836 | 63 | 559,169,000 | 0.00 | |
Hist
| 03/31/2023 |
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STEPHENS INC /AR/
| 11,713 | 0 | 493,937,000 | 0.01 | |
Hist
| 06/30/2023 |
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Vestmark Advisory Solutions, Inc.
| 11,478 | 3,475 | 484,027,000 | 0.02 | |
Hist
| 06/30/2023 |
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IRON Financial, LLC
| 13,496 | -351 | 446,724,000 | 0.26 | |
Hist
| 12/31/2022 |
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Atlas Private Wealth Advisors
| 9,850 | 9,850 | 415,376,000 | 0.08 | |
Hist
| 06/30/2023 |
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OPPENHEIMER & CO INC
| 9,175 | 0 | 345,806,000 | 0.01 | |
Hist
| 03/31/2023 |
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Prospera Financial Services Inc
| 8,111 | -851 | 342,124,000 | 0.01 | |
Hist
| 06/30/2023 |
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Indie Asset Partners, LLC
| 6,075 | -957 | 256,183,000 | 0.28 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 4,306 | -540 | 181,603,000 | | |
Hist
| 06/30/2023 |
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FRANKLIN RESOURCES INC
| 3,895 | -2,451 | 164,252,000 | 0.00 | |
Hist
| 06/30/2023 |
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American Portfolios Advisors
| 3,620 | 3,620 | 124,745,000 | 0.01 | |
Hist
| 09/30/2022 |
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EverSource Wealth Advisors, LLC
| 2,750 | 0 | 115,968,000 | 0.01 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 1,539 | 1 | 64,890,000 | 0.00 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 1,083 | 0 | 45,670,000 | 0.00 | |
Hist
| 06/30/2023 |
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Tower Research Capital LLC (TRC)
| 800 | -116 | 33,736,000 | 0.00 | |
Hist
| 06/30/2023 |
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Sunbelt Securities, Inc.
| 498 | 498 | 18,442,000 | 0.00 | |
Hist
| 03/31/2023 |
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Legacy Bridge, LLC
| 200 | 0 | 8,434,000 | 0.01 | |
Hist
| 06/30/2023 |
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Cambridge Investment Research Advisors, Inc.
| 74,697 | -8,777 | 3,150,000 | 0.01 | |
Hist
| 06/30/2023 |
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D.A. DAVIDSON & CO.
| 75,595 | -117,854 | 2,605,000 | 0.03 | |
Hist
| 09/30/2022 |
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