Dynamic Advisor Solutions LLC - ALTABANCORP ownership

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ALTABANCORP
ValueSharesWeighting
Q3 2021$3,423,000
-0.9%
77,521
-2.8%
0.26%
-5.8%
Q2 2021$3,453,00079,7210.27%
Other shareholders
ALTABANCORP shareholders Q4 2021
NameSharesValueWeighting ↓
Copperwynd Financial, LLC 576,670$25,466,00010.50%
First Trust Capital Management L.P. 367,764$16,240,0002.46%
DAVIS CAPITAL PARTNERS, LLC 990,283$42,889,0002.22%
NEXPOINT ASSET MANAGEMENT, L.P. 240,518$10,621,0001.83%
BEAM WEALTH ADVISORS, INC. 38,995$1,722,0001.48%
S. MUOIO & CO. LLC 42,813$1,891,0001.45%
Rosenthal {-} Henry Capital Advisors, Inc. 39,081$1,725,816,0001.30%
Soltis Investment Advisors LLC 188,391$8,319,0001.29%
ALPHASIMPLEX GROUP, LLC 26,013$1,149,0000.95%
Keeler Thomas Management LLC 18,943$836,0000.40%
View complete list of ALTABANCORP shareholders