News + Filings Key Docs Ownership
|
|
FV Student Housing, LLC (FV)
|
|
|
Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
|
MORGAN STANLEY
| 8,520,992 | 146,398 | 399,719,762,000 | 0.04 | |
Hist
| 06/30/2023 |
|
WELLS FARGO & COMPANY/MN
| 4,587,371 | -59,377 | 215,193,549,000 | 0.06 | |
Hist
| 06/30/2023 |
|
LPL Financial LLC
| 3,305,276 | 243,838 | 149,001,852,000 | 0.12 | |
Hist
| 03/31/2023 |
|
UBS Group AG
| 2,025,194 | -24,528 | 95,001,851,000 | 0.03 | |
Hist
| 06/30/2023 |
|
BANK OF AMERICA CORP /DE/
| 1,780,720 | -225,143 | 83,533,597,000 | 0.01 | |
Hist
| 06/30/2023 |
|
Prospera Financial Services Inc
| 1,737,932 | 728,882 | 81,529,917,000 | 3.12 | |
Hist
| 06/30/2023 |
|
Raymond James Financial Services Advisors, Inc.
| 1,744,114 | -350,027 | 81,189,179,000 | 0.16 | |
Hist
| 12/31/2022 |
|
ADVISOR GROUP HOLDINGS, INC.
| 1,644,689 | 141,180 | 77,152,938,000 | | |
Hist
| 06/30/2023 |
|
RAYMOND JAMES & ASSOCIATES
| 1,579,809 | 289,812 | 73,540,167,000 | 0.07 | |
Hist
| 12/31/2022 |
|
ROYAL BANK OF CANADA
| 1,042,232 | -35,295 | 48,891,000,000 | 0.01 | |
Hist
| 06/30/2023 |
|
NewEdge Advisors, LLC
| 701,071 | 377,204 | 32,887,222,000 | 0.37 | |
Hist
| 06/30/2023 |
|
Cetera Advisor Networks LLC
| 549,744 | -53,126 | 24,782,467,000 | 0.18 | |
Hist
| 03/31/2023 |
|
ENVESTNET ASSET MANAGEMENT INC
| 521,021 | -58,226 | 24,441,107,000 | 0.01 | |
Hist
| 06/30/2023 |
|
Private Advisor Group, LLC
| 440,357 | -20,355 | 19,851,287,000 | 0.19 | |
Hist
| 03/31/2023 |
|
STIFEL FINANCIAL CORP
| 409,811 | -24,958 | 19,224,459,000 | 0.03 | |
Hist
| 06/30/2023 |
|
ATWOOD & PALMER INC
| 334,662 | 89,808 | 15,698,999,000 | 1.40 | |
Hist
| 06/30/2023 |
|
Baird Financial Group, Inc.
| 310,200 | 134,679 | 14,551,462,000 | 0.04 | |
Hist
| 06/30/2023 |
|
Secure Asset Management, LLC
| 301,696 | 23,579 | 14,152,566,000 | 4.30 | |
Hist
| 06/30/2023 |
|
Rockefeller Capital Management L.P.
| 292,254 | 17,366 | 13,709,711,000 | 0.05 | |
Hist
| 06/30/2023 |
|
TRUIST FINANCIAL CORP
| 272,713 | 114,783 | 12,694,797,000 | 0.02 | |
Hist
| 12/31/2022 |
|
Strid Group, LLC
| 283,713 | 2,685 | 12,568,486,000 | 2.63 | |
Hist
| 09/30/2023 |
|
DB Wealth Management Group, LLC
| 222,994 | -6,776 | 10,460,659,000 | 6.41 | |
Hist
| 06/30/2023 |
|
Steward Partners Investment Advisory, LLC
| 207,932 | -22,231 | 9,754,100,000 | 0.15 | |
Hist
| 06/30/2023 |
|
Madrona Financial Services, LLC
| 208,838 | 1,941 | 9,414,429,000 | 5.05 | |
Hist
| 03/31/2023 |
|
Hudock, Inc.
| 202,328 | -10,503 | 9,120,974,000 | 2.24 | |
Hist
| 03/31/2023 |
|
HighTower Advisors, LLC
| 161,575 | 102,733 | 7,578,000,000 | 0.01 | |
Hist
| 06/30/2023 |
|
Integrated Wealth Concepts LLC
| 153,542 | 11,718 | 7,202,664,000 | 0.12 | |
Hist
| 06/30/2023 |
|
Regal Investment Advisors LLC
| 152,091 | 1,734 | 7,134,590,000 | 0.60 | |
Hist
| 06/30/2023 |
|
AFFINITY WEALTH MANAGEMENT LLC
| 149,999 | -14,907 | 7,036,472,000 | 1.61 | |
Hist
| 06/30/2023 |
|
HFG Advisors, Inc.
| 147,926 | 4,730 | 6,939,197,000 | 7.33 | |
Hist
| 06/30/2023 |
|
MGO ONE SEVEN LLC
| 146,088 | -4,187 | 6,853,004,000 | 0.63 | |
Hist
| 06/30/2023 |
|
Concentrum Wealth Management
| 133,648 | 9,013 | 6,269,138,000 | 4.01 | |
Hist
| 06/30/2023 |
|
Geneos Wealth Management Inc.
| 133,372 | 709 | 6,256,481,000 | 0.33 | |
Hist
| 06/30/2023 |
|
Cetera Investment Advisers
| 137,461 | 54,213 | 6,196,757,000 | 0.05 | |
Hist
| 03/31/2023 |
|
JPMORGAN CHASE & CO
| 115,107 | -422 | 5,399,669,000 | 0.00 | |
Hist
| 06/30/2023 |
| << Prev Next >> |
|
|
|
|