Sugarloaf Wealth Management, LLC - ADVISORSHARES TR ownership

ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 84 filers reported holding ADVISORSHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 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 Q1 2021
NameSharesValueWeighting ↓
Navis Wealth Advisors, LLC 84,981$909,0000.81%
SFI Advisors, LLC 69$738,0000.45%
Granite Point Capital Management, L.P. 70,000$1,460,0000.30%
A. D. Beadell Investment Counsel, Inc. 23,900$255,0000.17%
Kingsbury Capital Investment Advisors LLC 14,062$150,0000.16%
EMFO, LLC 8,195$88,0000.08%
ETF Store, Inc. 11,699$96,0000.08%
Alera Investment Advisors, LLC 24,300$260,0000.06%
Gerber Kawasaki Wealth & Investment Management 22,932$245,0000.02%
AllSquare Wealth Management LLC 3,150$34,0000.02%
View complete list of ADVISORSHARES TR shareholders