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Get Institutions for : 
Advisorshares Focused Equity Etf (CWS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    5
Total shares held : 
 246,601  
% of shares held : 
 2.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 65,535  
% of shares held change : 
   0.73%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 33,839
 13.72%
 
Increased Positions :
10
 40,125
 16.27%
 
Unchanged Positions :
3
 4,445
 1.8%
 
Decreased Positions :
3
-2,212
-0.9%
 
Closed Positions :
2
-6,217
-2.52%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 1701 - 2024-03-31 85,524 $5,447,000 39,294
   CIBC WORLD MARKETS INC. 473 - 2024-03-31 56,355 $3,589,000 9,381
   Advisor Group Holdings Inc. 1417 - 2024-03-31 45,900 $2,923,000 16,772
   Mason & Associates Inc 26 *New 2024-03-31 38,909 $2,478,000 38,909
   STIFEL FINANCIAL CORP 1694 *New 2024-03-31 32,072 $2,043,000 32,072
   Cetera Investment Advisers 1722 *New 2024-03-31 24,795 $1,579,000 24,795
   Kovack Advisors Inc. 117 - 2024-03-31 21,896 $1,395,000 16,906
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 53 - 2024-03-31 21,057 $1,341,000 -537
   FINANCIAL NETWORK 1294 - 2024-03-31 19,941 $1,270,000 -1,789
   THRIVENT FINANCIAL FOR LUTHERANS 1713 - 2024-03-31 18,937 $1,206,000 2,882
   HRT FINANCIAL LLC 864 *New 2024-03-31 15,212 $968,000 15,212
   HPM Partners LLC 1328 - 2024-03-31 14,007 $892,000 600
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2830 - 2024-03-31 12,497 $796,000 12,497
   Catalytic Wealth RIA LLC 116 *New 2024-03-31 12,243 $780,000 12,243
   Patriot Financial Group Insurance Agency LLC 187 *New 2024-03-31 11,993 $764,000 11,993
   Integrated Advisors Network LLC 392 *New 2024-03-31 10,242 $652,000 10,242
   Equitable Holdings Inc. 736 - 2024-03-31 9,775 $623,000 979
   SPRENG CAPITAL MANAGEMENT INC. 52 - 2024-03-31 9,181 $585,000 -317
   Koshinski Asset Management Inc. 350 *New 2024-03-31 6,770 $431,000 6,770
   AE Wealth Management LLC 854 - 2024-03-31 6,676 $425,000 -116
   PROEQUITIES INC. 545 - 2024-03-31 4,943 $315,000 -2,118
   MULTIFINANCIAL SECURITIES CORP 1909 - 2024-03-31 4,854 $309,000 1,347
   Iron Financial LLC 81 - 2024-03-31 4,000 $255,000 0
   TrueWealth Advisors LLC 190 *New 2024-03-31 3,626 $231,000 3,626
   ROYAL BANK OF CANADA 4552 - 2024-03-31 1,725 $110,000 865
   COMERICA BANK 2563 *New 2024-03-31 1,477 $94,000 1,477
   CWM LLC 3017 - 2024-03-31 245 $16,000 0
   HARBOUR INVESTMENTS INC. 1981 *New 2023-12-31 261 $15,000 261
   Goss Wealth Management LLC 2770 - 2024-03-31 200 $13,000 0
   Northwest Financial Advisors 631 *New 2024-03-31 58 $4,000 58
   MORGAN STANLEY 6746 - 2024-03-31 51 $3,000 -1
   UBS Group AG 7182 - 2024-03-31 3 $0 3
   Ronald Blue Trust Inc. 2260 *Closed 2024-03-31 0 $0 -411
   WELLS FARGO & CO/MN 6515 - 2024-03-31 1 $0 0
   JANE STREET GROUP LLC 5951 *Closed 2024-03-31 0 $0 -4,788
   Private Ocean LLC 540 *Closed 2024-03-31 0 $0 -21
  36 Records found
  1    
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