Curi RMB Capital, LLC - DB CAP TRUST III 7.6% PFD ownership

Quarter-by-quarter ownership
Curi RMB Capital, LLC ownership history of DB CAP TRUST III 7.6% PFD
ValueSharesWeighting
Q2 2015$380,00013,6630.02%
Other shareholders
DB CAP TRUST III 7.6% PFD shareholders Q3 2023
NameSharesValueWeighting ↓
Edge Wealth Management LLC 30,418$853,0000.32%
KCM INVESTMENT ADVISORS LLC 110,285$3,090,0000.26%
PRIVATE ASSET MANAGEMENT INC 35,200$961,0000.18%
Vision Capital Management, Inc. 7,530$211,0000.05%
Geneva Advisors, LLC 11,505$322,0000.01%
CapWealth Advisors, LLC 200$6,0000.00%
Brookstone Capital Management 230$6,0000.00%
Crosspoint Capital Strategies, LLC 14$00.00%
View complete list of DB CAP TRUST III 7.6% PFD shareholders