Sugarloaf Wealth Management, LLC - ADVISORSHARES TR ownership

ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 57 filers reported holding ADVISORSHARES TR in Q4 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.0%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q4 2021$3,000
+50.0%
208
+108.0%
0.00%0.0%
Q3 2021$2,000
-91.3%
100
-90.7%
0.00%
-83.3%
Q2 2021$23,000
-8.0%
1,079
+0.1%
0.01%
-14.3%
Q1 2021$25,000
+38.9%
1,0780.0%0.01%
+16.7%
Q4 2020$18,000
+50.0%
1,078
+0.2%
0.01%
+50.0%
Q3 2020$12,000
+9.1%
1,076
+0.7%
0.00%0.0%
Q2 2020$11,000
+37.5%
1,068
+1.0%
0.00%0.0%
Q1 2020$8,000
-33.3%
1,057
+3.8%
0.00%
-20.0%
Q4 2019$12,0001,0180.01%
Other shareholders
ADVISORSHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Concorde Asset Management, LLC 48,260$165,0490.15%
Navis Wealth Advisors, LLC 25,268$86,4160.12%
Waycross Investment Management Co 15,500$53,0100.06%
OLD MISSION CAPITAL LLC 256,082$875,8000.02%
Alera Investment Advisors, LLC 24,138$82,5520.01%
AllSquare Wealth Management LLC 3,150$10,7730.01%
Mutual Advisors, LLC 35,183$120,3250.01%
IHT Wealth Management, LLC 12,363$42,2820.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 6,000$20,5200.00%
Lindbrook Capital, LLC 1,450$4,9590.00%
View complete list of ADVISORSHARES TR shareholders