News + Filings Key Docs Transactions Ownership
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TIETJEN JAMES J (ETJ)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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ADVISOR GROUP HOLDINGS, INC.
| 998,557 | -69,710 | 8,208,324,000 | | |
Hist
| 06/30/2023 |
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GUGGENHEIM CAPITAL LLC
| 884,916 | 202,710 | 7,274,009,000 | 0.06 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 766,371 | -273,350 | 6,299,572,000 | 0.00 | |
Hist
| 06/30/2023 |
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Invesco Ltd.
| 654,151 | -58,549 | 5,377,121,000 | 0.00 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 448,841 | 3,065 | 3,695,585,000 | 0.00 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 492,580 | -210,795 | 3,694,359,000 | 0.01 | |
Hist
| 12/31/2022 |
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Financial Alternatives, Inc
| 359,378 | -12,964 | 2,954,089,000 | 2.67 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 241,744 | -32,552 | 1,987,133,000 | 0.00 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 243,598 | -9,986 | 1,936,607,000 | 0.00 | |
Hist
| 03/31/2023 |
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Shaker Financial Services, LLC
| 242,493 | -160,603 | 1,927,820,000 | 0.84 | |
Hist
| 03/31/2023 |
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Advisors Asset Management, Inc.
| 205,682 | 65,773 | 1,690,706,000 | 0.03 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 184,106 | -2,702 | 1,513,350,000 | 0.00 | |
Hist
| 06/30/2023 |
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IHT Wealth Management, LLC
| 161,137 | -24,622 | 1,281,041,000 | 0.07 | |
Hist
| 03/31/2023 |
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STIFEL FINANCIAL CORP
| 151,653 | -8,420 | 1,246,583,000 | 0.00 | |
Hist
| 06/30/2023 |
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Advisory Services Network, LLC
| 141,923 | -56,705 | 1,166,604,000 | 0.03 | |
Hist
| 06/30/2023 |
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Cornerstone Advisors, LLC
| 141,577 | 141,577 | 1,163,763,000 | 0.06 | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 100,975 | -65,670 | 802,749,000 | 0.01 | |
Hist
| 03/31/2023 |
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RAYMOND JAMES & ASSOCIATES
| 102,005 | -8,930 | 765,022,000 | 0.00 | |
Hist
| 12/31/2022 |
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Pointe Capital Management LLC
| 67,090 | -923 | 551,479,000 | 0.42 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 59,096 | -2,896 | 486,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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Semus Wealth Partners LLC
| 64,589 | 64,589 | 484,418,000 | 0.59 | |
Hist
| 12/31/2022 |
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Rockefeller Capital Management L.P.
| 51,037 | -1,350 | 419,524,000 | 0.00 | |
Hist
| 06/30/2023 |
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NewEdge Advisors, LLC
| 50,772 | 1,600 | 417,346,000 | 0.00 | |
Hist
| 06/30/2023 |
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Garden State Investment Advisory Services LLC
| 50,349 | 5,029 | 413,862,000 | 0.16 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 47,271 | -5,007 | 388,568,000 | 0.00 | |
Hist
| 06/30/2023 |
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ELCO Management Co., LLC
| 38,625 | 4,000 | 317,497,000 | 0.23 | |
Hist
| 06/30/2023 |
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Stratos Wealth Advisors, LLC
| 31,000 | 31,000 | 254,820,000 | 0.02 | |
Hist
| 06/30/2023 |
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TRANSCEND CAPITAL ADVISORS, LLC
| 30,609 | 0 | 251,606,000 | 0.02 | |
Hist
| 06/30/2023 |
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Successful Portfolios LLC
| 27,591 | -38 | 226,798,000 | 0.20 | |
Hist
| 06/30/2023 |
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LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
| 27,578 | -45,371 | 226,691,000 | 0.03 | |
Hist
| 06/30/2023 |
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Syverson Strege & Co
| 25,904 | 0 | 212,931,000 | 0.09 | |
Hist
| 06/30/2023 |
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Sigma Planning Corp
| 27,126 | -165 | 203,448,000 | 0.01 | |
Hist
| 12/31/2022 |
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GPS Wealth Strategies Group, LLC
| 24,261 | -2,694 | 199,422,000 | 0.04 | |
Hist
| 06/30/2023 |
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Cetera Advisor Networks LLC
| 25,027 | -572 | 198,965,000 | 0.00 | |
Hist
| 03/31/2023 |
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PRIMORIS WEALTH ADVISORS, LLC
| 24,035 | 1,635 | 197,569,000 | 0.22 | |
Hist
| 06/30/2023 |
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