Overview Financials News + Filings Key Docs Charts Ownership
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FIRST CHARTER CORP (FCTR)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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LPL Financial LLC
| 1,143,954 | -91,019 | 31,392,151,000 | 0.02 | |
Hist
| 03/31/2023 |
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Soltis Investment Advisors LLC
| 1,099,588 | -395,521 | 28,886,182,000 | 3.36 | |
Hist
| 06/30/2023 |
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Geneos Wealth Management Inc.
| 641,986 | -167,050 | 16,864,964,000 | 0.88 | |
Hist
| 06/30/2023 |
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Walkner Condon Financial Advisors LLC
| 376,472 | 376,472 | 12,329,000,000 | 3.51 | |
Hist
| 03/31/2022 |
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TRUIST FINANCIAL CORP
| 282,932 | 75,725 | 7,893,805,000 | 0.01 | |
Hist
| 12/31/2022 |
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Lunt Capital Management, Inc.
| 282,006 | 282,006 | 7,408,298,000 | 4.00 | |
Hist
| 06/30/2023 |
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SkyOak Wealth, LLC
| 231,155 | -20,379 | 6,449,225,000 | 2.17 | |
Hist
| 12/31/2022 |
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MORGAN STANLEY
| 163,179 | -107,564 | 4,286,716,000 | 0.00 | |
Hist
| 06/30/2023 |
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Patriot Financial Group Insurance Agency, LLC
| 129,017 | -190,311 | 3,389,277,000 | 0.64 | |
Hist
| 06/30/2023 |
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Wolf Group Capital Advisors
| 67,163 | 3,390 | 1,843,074,000 | 0.92 | |
Hist
| 03/31/2023 |
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Ameritas Advisory Services, LLC
| 67,670 | 22,582 | 1,829,459,000 | 0.09 | |
Hist
| 03/31/2023 |
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ROYAL BANK OF CANADA
| 65,938 | -66,430 | 1,733,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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GOLDMAN SACHS GROUP INC
| 51,351 | -234,043 | 1,409,164,000 | 0.00 | |
Hist
| 03/31/2023 |
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Resources Investment Advisors, LLC.
| 50,872 | -1,219 | 1,336,411,000 | 0.03 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 45,502 | -496,329 | 1,269,516,000 | 0.00 | |
Hist
| 12/31/2022 |
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HARBOUR INVESTMENTS, INC.
| 39,456 | -94,218 | 1,100,826,000 | 0.07 | |
Hist
| 12/31/2022 |
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Brinker Capital Investments, LLC
| 37,204 | 0 | 1,037,992,000 | 0.02 | |
Hist
| 12/31/2022 |
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ENVESTNET ASSET MANAGEMENT INC
| 36,162 | -48,294 | 949,976,000 | 0.00 | |
Hist
| 06/30/2023 |
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SUTTON PLACE INVESTORS LLC
| 32,870 | -130 | 902,012,000 | 1.22 | |
Hist
| 03/31/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 29,071 | -61,075 | 763,714,000 | | |
Hist
| 06/30/2023 |
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Koss-Olinger Consulting, LLC
| 24,458 | 5,152 | 671,000,000 | 0.08 | |
Hist
| 03/31/2023 |
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STIFEL FINANCIAL CORP
| 18,016 | 18,016 | 473,280,000 | 0.00 | |
Hist
| 06/30/2023 |
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ICA Group Wealth Management, LLC
| 16,568 | -121 | 435,233,000 | 0.11 | |
Hist
| 06/30/2023 |
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Ergawealth Advisors, Inc.
| 15,614 | 15,614 | 428,474,000 | 0.35 | |
Hist
| 03/31/2023 |
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Pitti Group Wealth Management, LLC
| 13,751 | 4,907 | 383,653,000 | 0.46 | |
Hist
| 12/31/2022 |
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Visionary Wealth Advisors
| 14,498 | 0 | 380,862,000 | 0.03 | |
Hist
| 06/30/2023 |
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Kraft, Davis & Associates, LLC
| 14,498 | 14,498 | 373,980,000 | 0.13 | |
Hist
| 06/30/2023 |
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Clarus Wealth Advisors
| 14,170 | 14,170 | 372,104,000 | 0.23 | |
Hist
| 06/30/2023 |
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Wealth Advisory Solutions, LLC
| 13,280 | -388 | 348,866,000 | 0.09 | |
Hist
| 06/30/2023 |
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Cetera Advisor Networks LLC
| 12,118 | -273 | 332,529,000 | 0.00 | |
Hist
| 03/31/2023 |
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Camelot Portfolios, LLC
| 11,796 | -11,160 | 329,109,000 | 0.24 | |
Hist
| 12/31/2022 |
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INSIGNEO ADVISORY SERVICES, LLC
| 12,380 | 4,218 | 325,218,000 | 0.06 | |
Hist
| 06/30/2023 |
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JANE STREET GROUP, LLC
| 11,807 | -23,798 | 310,170,000 | 0.00 | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 10,749 | 502 | 294,977,000 | 0.00 | |
Hist
| 03/31/2023 |
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NewEdge Advisors, LLC
| 10,433 | -4,064 | 274,065,000 | 0.00 | |
Hist
| 06/30/2023 |
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