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My Recent Searches
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Franklin Libertyq International Equity Hedged Etf (FLQH) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
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85 9 |
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Total
shares held :
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11,749,921 |
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% of shares
held :
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13.06% |
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Changes In:
|
|
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New/increased
positions vs
old/decreased
positions :
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33 |
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Amount
of shares held :
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1,433,676 |
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% of shares
held change :
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1.59% |
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Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
|
Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
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Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
278 |
- |
2024-03-31 |
3,567,087 |
$114,825,000 |
163,328 |
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RETIREMENT PLANNING GROUP |
9 |
- |
2024-03-31 |
1,394,612 |
$44,893,000 |
-33 |
|
CWM LLC |
175 |
- |
2024-03-31 |
740,674 |
$23,842,000 |
21,105 |
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Goss Wealth Management LLC |
101 |
- |
2024-03-31 |
738,724 |
$23,780,000 |
65,304 |
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JANE STREET GROUP LLC |
477 |
- |
2024-03-31 |
643,561 |
$20,716,000 |
369,045 |
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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
563 |
- |
2024-03-31 |
544,926 |
$17,541,000 |
-29,750 |
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TriaGen Wealth Management LLC |
1 |
- |
2024-03-31 |
459,553 |
$14,793,000 |
156,961 |
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Goldstein Advisors LLC |
13 |
- |
2024-03-31 |
449,135 |
$14,458,000 |
30,663 |
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FINANCIAL NETWORK |
389 |
- |
2024-03-31 |
298,335 |
$9,603,000 |
119,430 |
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KESTRA PRIVATE WEALTH SERVICES LLC |
115 |
- |
2024-03-31 |
295,486 |
$9,512,000 |
69,346 |
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Vickerman Investment Advisors Inc. |
8 |
- |
2024-03-31 |
295,100 |
$9,499,000 |
706 |
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MML INVESTORS SERVICES LLC |
441 |
- |
2024-03-31 |
283,810 |
$9,136,000 |
-189,269 |
|
LMG Wealth Partners LLC |
22 |
- |
2024-03-31 |
199,156 |
$6,411,000 |
17,348 |
|
MARINER WEALTH ADVISORS, LLC |
650 |
- |
2024-03-31 |
193,322 |
$6,223,000 |
7,622 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
519 |
- |
2024-03-31 |
187,899 |
$6,048,000 |
164,560 |
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Smart Money Group LLC |
15 |
- |
2024-03-31 |
179,576 |
$5,597,000 |
14,477 |
|
Koshinski Asset Management Inc. |
31 |
- |
2024-03-31 |
173,577 |
$5,587,000 |
173,577 |
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JANNEY MONTGOMERY SCOTT LLC |
746 |
- |
2024-03-31 |
163,176 |
$5,253,000 |
77,415 |
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CARY STREET PARTNER INVESTMENT ADVISORY LLC |
128 |
- |
2024-03-31 |
155,674 |
$5,011,000 |
-14,503 |
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THOROUGHBRED FINANCIAL SERVICES LLC |
49 |
- |
2024-03-31 |
149,743 |
$4,820,000 |
-18,652 |
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TITLEIST ASSET MANAGEMENT LLC |
31 |
- |
2024-03-31 |
149,248 |
$4,804,000 |
6,061 |
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
770 |
- |
2024-03-31 |
148,569 |
$4,782,000 |
89,734 |
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ENVESTNET ASSET MANAGEMENT INC |
2031 |
- |
2024-03-31 |
142,855 |
$4,599,000 |
108,587 |
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Owen LaRue LLC |
12 |
- |
2024-03-31 |
129,296 |
$4,162,000 |
52,040 |
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Private Advisor Group LLC |
520 |
- |
2024-03-31 |
128,194 |
$4,127,000 |
451 |
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Advisor Group Holdings Inc. |
1169 |
- |
2024-03-31 |
128,133 |
$4,125,000 |
-2,551 |
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Equitable Holdings Inc. |
284 |
- |
2024-03-31 |
126,125 |
$4,060,000 |
-416 |
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FLAGSHIP HARBOR ADVISORS LLC |
88 |
- |
2024-03-31 |
123,538 |
$3,977,000 |
97,673 |
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DEFINED WEALTH MANAGEMENT LLC |
9 |
- |
2024-03-31 |
116,771 |
$3,759,000 |
-82 |
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BANK OF AMERICA CORP /DE/ |
3280 |
- |
2024-03-31 |
101,465 |
$3,266,000 |
23,783 |
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Mutual Advisors LLC |
196 |
- |
2024-03-31 |
93,231 |
$3,001,000 |
-4,840 |
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FLOW TRADERS U.S. LLC |
115 |
*New |
2024-03-31 |
92,146 |
$2,966,000 |
92,146 |
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Royal Fund Management LLC |
102 |
- |
2024-03-31 |
88,617 |
$2,854,000 |
15,103 |
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RAYMOND JAMES & ASSOCIATES |
2003 |
- |
2024-03-31 |
78,686 |
$2,533,000 |
41,986 |
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Atria Wealth Solutions Inc. |
573 |
- |
2024-03-31 |
73,956 |
$2,381,000 |
21,206 |
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STIFEL FINANCIAL CORP |
1667 |
- |
2024-03-31 |
66,586 |
$2,143,000 |
4,919 |
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Change Path LLC |
240 |
- |
2024-03-31 |
57,787 |
$1,860,000 |
28,627 |
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KLR INVESTMENT ADVISORS LLC |
15 |
*New |
2024-03-31 |
51,499 |
$1,603,000 |
51,499 |
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FRANKLIN RESOURCES INC |
1692 |
- |
2024-03-31 |
47,849 |
$1,540,000 |
-2,337 |
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CLARK CAPITAL MANAGEMENT GROUP INC |
270 |
*New |
2024-03-31 |
43,037 |
$1,385,000 |
43,037 |
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MULTIFINANCIAL SECURITIES CORP |
1080 |
- |
2024-03-31 |
36,476 |
$1,174,000 |
28,757 |
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Orion Portfolio Solutions LLC |
920 |
*New |
2024-03-31 |
36,066 |
$1,161,000 |
36,066 |
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Financial Advocates Investment Management |
304 |
- |
2024-03-31 |
32,332 |
$1,041,000 |
-10,810 |
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OxenFree Capital LLC |
21 |
- |
2024-03-31 |
29,072 |
$936,000 |
1,811 |
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CITADEL ADVISORS LLC |
3227 |
- |
2024-03-31 |
26,443 |
$851,000 |
26,443 |
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COMMONWEALTH EQUITY SERVICES LLC. |
2393 |
- |
2024-03-31 |
24,762 |
$797,000 |
-708 |
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Cornerstone Wealth Management LLC |
271 |
- |
2024-03-31 |
20,898 |
$673,000 |
4,573 |
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J.W. COLE ADVISORS INC. |
470 |
- |
2024-03-31 |
18,919 |
$609,000 |
1 |
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Whitaker-Myers Wealth Managers LTD. |
53 |
- |
2024-03-31 |
18,792 |
$605,000 |
871 |
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Kestra Advisory Services LLC |
1535 |
- |
2024-03-31 |
18,664 |
$601,000 |
-4,860 |
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Birchcreek Wealth Management LLC |
74 |
- |
2024-03-31 |
18,590 |
$598,000 |
1,920 |
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Southland Equity Partners LLC |
83 |
- |
2024-03-31 |
18,209 |
$586,000 |
1,869 |
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HARBOUR INVESTMENTS INC. |
495 |
- |
2023-12-31 |
18,714 |
$575,000 |
15,985 |
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Slagle Financial LLC |
68 |
- |
2024-03-31 |
17,518 |
$564,000 |
-14,166 |
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Steward Partners Investment Advisory LLC |
1016 |
- |
2024-03-31 |
17,003 |
$547,000 |
15,251 |
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Nelson Van Denburg & Campbell Wealth Management Gr |
507 |
- |
2024-03-31 |
12,477 |
$402,000 |
0 |
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Sowell Financial Services LLC |
474 |
- |
2024-03-31 |
12,501 |
$402,000 |
-51 |
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BANK OF NEW YORK MELLON CORP |
3567 |
- |
2024-03-31 |
12,330 |
$397,000 |
2,310 |
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Cetera Investment Advisers |
1328 |
- |
2024-03-31 |
11,901 |
$383,000 |
-1,321 |
|
Empower Advisory Group LLC |
358 |
- |
2024-03-31 |
11,548 |
$372,000 |
59 |
|
Visionary Wealth Advisors |
375 |
- |
2024-03-31 |
11,520 |
$371,000 |
1,088 |
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SILVERLAKE WEALTH MANAGEMENT LLC |
152 |
- |
2024-03-31 |
10,585 |
$341,000 |
-1,169 |
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Burns Matteson Capital Management LLC |
121 |
- |
2024-03-31 |
9,679 |
$312,000 |
-1,297 |
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BENJAMIN F. EDWARDS & COMPANY INC. |
769 |
*New |
2024-03-31 |
9,573 |
$308,000 |
9,573 |
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Fort Point Capital Partners LLC |
258 |
- |
2024-03-31 |
9,098 |
$293,000 |
0 |
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Savvy Advisors Inc. |
160 |
*New |
2024-03-31 |
9,084 |
$292,000 |
9,084 |
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J P MORGAN CHASE & CO |
4054 |
- |
2024-03-31 |
8,460 |
$272,000 |
2,911 |
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RAYMOND JAMES TRUST CO |
1044 |
- |
2024-03-31 |
8,255 |
$266,000 |
1,467 |
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Stratos Wealth Partners LTD. |
1138 |
- |
2024-03-31 |
8,140 |
$262,000 |
-5 |
|
SILVER OAK SECURITIES Inc |
320 |
- |
2024-03-31 |
8,091 |
$260,000 |
0 |
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H D Vest Advisory Services |
1426 |
- |
2024-03-31 |
7,392 |
$238,000 |
5 |
|
PRIVATE TRUST CO NA |
625 |
- |
2024-03-31 |
6,648 |
$214,000 |
1,746 |
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Emerald Investment Partners LLC |
283 |
- |
2024-03-31 |
5,272 |
$170,000 |
-1,046 |
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ROYAL BANK OF CANADA |
4480 |
- |
2024-03-31 |
3,888 |
$125,000 |
177 |
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HARTFORD FINANCIAL MANAGEMENT INC. |
197 |
- |
2024-03-31 |
2,220 |
$71,000 |
57 |
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IFP Advisors Inc |
1414 |
- |
2023-12-31 |
2,054 |
$63,000 |
-13,150 |
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Blackston Financial Advisory Group LLC |
114 |
*New |
2024-03-31 |
1,854 |
$60,000 |
1,854 |
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FMR LLC |
3434 |
*New |
2024-03-31 |
1,491 |
$48,000 |
1,491 |
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Cape Investment Advisory Inc. |
386 |
*New |
2023-12-31 |
1,316 |
$40,000 |
1,316 |
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Farther Finance Advisors LLC |
1287 |
- |
2024-03-31 |
1,117 |
$36,000 |
0 |
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Federation des caisses Desjardins du Quebec |
1593 |
- |
2024-03-31 |
715 |
$23,000 |
0 |
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Capital Analysts Inc. |
795 |
- |
2024-03-31 |
670 |
$22,000 |
670 |
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PRINCIPAL SECURITIES INC. |
1962 |
- |
2024-03-31 |
646 |
$21,000 |
12 |
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Sage Mountain Advisors LLC |
383 |
*New |
2024-03-31 |
408 |
$13,000 |
408 |
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HANSON MCCLAIN, INC. |
2089 |
*New |
2024-03-31 |
326 |
$10,000 |
326 |
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Geneos Wealth Management Inc. |
1600 |
*New |
2024-03-31 |
250 |
$8,000 |
250 |
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Parallel Advisors LLC |
2579 |
- |
2024-03-31 |
114 |
$4,000 |
0 |
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Sunbelt Securities Inc. |
1464 |
- |
2024-03-31 |
85 |
$3,000 |
0 |
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Global Retirement Partners LLC |
2749 |
- |
2024-03-31 |
76 |
$2,000 |
0 |
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Evolution Advisers Inc. |
167 |
- |
2024-03-31 |
27 |
$1,000 |
0 |
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PROEQUITIES INC. |
2254 |
- |
2024-03-31 |
0 |
$0 |
0 |
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Iron Horse Wealth Management LLC |
413 |
*Closed |
2024-03-31 |
0 |
$0 |
-15 |
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AVAII WEALTH MANAGEMENT LLC |
137 |
*Closed |
2024-03-31 |
0 |
$0 |
-43,974 |
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Evergreen Private Wealth LLC |
212 |
*Closed |
2024-03-31 |
0 |
$0 |
-250 |
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AE Wealth Management LLC |
1626 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,550 |
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THRIVENT FINANCIAL FOR LUTHERANS |
2489 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,124 |
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MORGAN STANLEY |
7651 |
- |
2024-03-31 |
1 |
$0 |
0 |
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MCF Advisors LLC |
1023 |
*Closed |
2024-03-31 |
0 |
$0 |
-243 |
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ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
140 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,589 |
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ADVISORY SERVICES NETWORK, LLC |
3856 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,830 |
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100 Records found
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1
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