|
|
|
Holder | Amount | Position Size
($ in 1000's) | As of |
LM Advisors LLC | 206,304 | $4,279 | 12/31/2023 | YSEP | 206,304 | $4,279 | 12/31/2023 | Commonwealth Equity Services LLC | 190,835 | $3,958 | 12/31/2023 | YSEP | 190,835 | $3,958 | 12/31/2023 | Brookstone Capital Management | 127,226 | $2,747 | 03/31/2024 | YSEP | 127,226 | $2,747 | 03/31/2024 | Advisor Group Holdings Inc. | 110,769 | $2,297 | 12/31/2023 | YSEP | 110,769 | $2,297 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 100,297 | $2,166 | 03/31/2024 | YSEP | 100,297 | $2,166 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 62,581 | $1,351 | 03/31/2024 | YSEP | 62,581 | $1,351 | 03/31/2024 | Envestnet Asset Management Inc. | 43,670 | $906 | 12/31/2023 | YSEP | 43,670 | $906 | 12/31/2023 | Valmark Advisers Inc. | 37,609 | $780 | 12/31/2023 | YSEP | 37,609 | $780 | 12/31/2023 | Susquehanna International Group LLP | 27,374 | $568 | 12/31/2023 | YSEP | 27,374 | $568 | 12/31/2023 | Raymond James & Associates | 24,171 | $522 | 03/31/2024 | YSEP | 24,171 | $522 | 03/31/2024 | CI Private Wealth LLC | 23,234 | $482 | 12/31/2023 | YSEP | 23,234 | $482 | 12/31/2023 | SILVER OAK SECURITIES Inc | 23,201 | $481 | 12/31/2023 | YSEP | 23,201 | $481 | 12/31/2023 | Cetera Investment Advisers | 23,036 | $478 | 12/31/2023 | YSEP | 23,036 | $478 | 12/31/2023 | Proequities Inc. | 22,304 | $463 | 12/31/2023 | YSEP | 22,304 | $463 | 12/31/2023 | OLD Mission Capital LLC | 19,204 | $398 | 12/31/2023 | YSEP | 19,204 | $398 | 12/31/2023 | Prospera Financial Services Inc | 18,988 | $394 | 12/31/2023 | YSEP | 18,988 | $394 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 17,481 | $363 | 12/31/2023 | YSEP | 17,481 | $363 | 12/31/2023 | Cetera Advisor Networks LLC | 16,181 | $336 | 12/31/2023 | YSEP | 16,181 | $336 | 12/31/2023 | 1776 Wealth LLC | 13,763 | $285 | 12/31/2023 | YSEP | 13,763 | $285 | 12/31/2023 | Atria Wealth Solutions Inc. | 10,213 | $212 | 12/31/2023 | YSEP | 10,213 | $212 | 12/31/2023 | FinTrust Capital Advisors LLC | 6,385 | $132 | 12/31/2023 | YSEP | 6,385 | $132 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 5,600 | $121 | 03/31/2024 | YSEP | 5,600 | $121 | 03/31/2024 | Harbour Investments Inc. | 3,649 | $76 | 12/31/2023 | YSEP | 3,649 | $76 | 12/31/2023 | Ameritas Investment Partners Inc. | 3,470 | $72 | 12/31/2023 | YSEP | 3,470 | $72 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,932 | $40 | 12/31/2023 | YSEP | 1,932 | $40 | 12/31/2023 | IFP Advisors Inc | 1,935 | $40 | 12/31/2023 | YSEP | 1,935 | $40 | 12/31/2023 | SOA Wealth Advisors LLC. | 1,026 | $22 | 03/31/2024 | YSEP | 1,026 | $22 | 03/31/2024 | Capital Analysts LLC | 634 | $13 | 12/31/2023 | YSEP | 634 | $13 | 12/31/2023 | CWM LLC | 520 | $11 | 03/31/2024 | YSEP | 520 | $11 | 03/31/2024 | UBS Group AG | 355 | $7 | 12/31/2023 | YSEP | 355 | $7 | 12/31/2023 |
See All: Funds Holding YSEP
See Details: Top 10 Hedge Funds Holding YSEP
|
|