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$24,976,00010.60%
DAVIS CAPITAL PARTNERS, LLC 990,283$42,889,0002.28%
FJ Capital Management LLC 589,000$25,503,0002.14%
BEAM WEALTH ADVISORS, INC. 38,995$1,689,0001.46%
Rosenthal {-} Henry Capital Advisors, Inc. 39,081$1,692,597,0001.36%
Soltis Investment Advisors LLC 190,891$8,268,0001.31%
Olympiad Research LP 68,288$2,958,0001.03%
EMC Capital Management 26,308$1,139,0000.65%
Keeler Thomas Management LLC 18,943$820,0000.40%
Dynamic Advisor Solutions LLC 79,721$3,453,0000.27%
View complete list of ALTABANCORP shareholders