Bison Wealth, LLC - FIRST TR MULTI CAP VALUE ALP ownership

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of FIRST TR MULTI CAP VALUE ALP
ValueSharesWeighting
Q3 2023$219,741
-17.1%
2,195
-12.6%
0.04%
-12.2%
Q2 2023$264,9682,5110.05%
Other shareholders
FIRST TR MULTI CAP VALUE ALP shareholders Q4 2023
NameSharesValueWeighting ↓
Stonebridge Financial Planning Group, LLC 18,292$2,367,0001.16%
Kowal Investment Group, LLC 16,217$1,918,0000.61%
Golden State Wealth Management, LLC 8,252$976,0000.21%
Flaharty Asset Management, LLC 6,496$768,0000.16%
Leelyn Smith, LLC 3,933$465,0000.14%
V Wealth Advisors LLC 5,100$603,0000.09%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,668$316,0000.06%
WealthPLAN Partners, LLC 4,808$600,0000.04%
Kestra Advisory Services, LLC 32,563$3,852,0000.04%
RPg Family Wealth Advisory, LLC 596$70,494,0000.03%
View complete list of FIRST TR MULTI CAP VALUE ALP shareholders