Advisory Services Network, LLC - CAPITOL SER TR ownership

CAPITOL SER TR's ticker is and the CUSIP is 14064D550. A total of 26 filers reported holding CAPITOL SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of CAPITOL SER TR
ValueSharesWeighting
Q3 2023$201,765
-62.2%
8,904
-60.3%
0.01%
-64.3%
Q2 2023$533,654
-12.2%
22,446
-10.5%
0.01%
-17.6%
Q1 2023$608,00325,0930.02%
Other shareholders
CAPITOL SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,298,267$52,078,7309.73%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 72,646$1,659,9611.47%
Vantage Financial Partners, LLC 124,296$2,816,5511.11%
Lokken Investment Group LLC 56,254$1,274,7160.84%
Hudock, Inc. 75,448$1,709,6600.41%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 285,314$6,465,2150.35%
Insight Wealth Partners, LLC 42,141$954,9260.18%
Core Wealth Advisors, Inc. 16,182$366,6750.15%
STIFEL FINANCIAL CORP 1,313,280$29,758,9360.04%
Wealthcare Advisory Partners LLC 31,594$715,9120.03%
View complete list of CAPITOL SER TR shareholders