Arkadios Wealth Advisors - RBB FD INC ownership

RBB FD INC's ticker is and the CUSIP is 74933W635. A total of 43 filers reported holding RBB FD INC in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of RBB FD INC
ValueSharesWeighting
Q3 2023$343,926
-2.1%
13,1470.0%0.03%
-19.5%
Q2 2023$351,156
+4.2%
13,1470.0%0.04%
+2.5%
Q1 2023$337,079
+12.0%
13,1470.0%0.04%0.0%
Q4 2022$300,934
+2.7%
13,1470.0%0.04%
-9.1%
Q3 2022$293,000
-6.1%
13,147
-3.0%
0.04%
-4.3%
Q2 2022$312,00013,5470.05%
Other shareholders
RBB FD INC shareholders Q1 2023
NameSharesValueWeighting ↓
Bison Wealth, LLC 40,209$1,026,5250.32%
Caprock Group, LLC 91,222$2,338,8590.18%
Agate Pass Investment Management, LLC 10,028$257,1100.17%
9258 Wealth Management, LLC 28,066$719,5900.14%
Wedmont Private Capital 36,508$921,8270.12%
Your Advocates Ltd., LLP 6,119$156,8910.09%
Arkadios Wealth Advisors 13,147$337,0790.04%
Key FInancial Inc 3,975$101,9160.04%
Blume Capital Management, Inc. 4,000$102,5570.03%
Financial Avengers, Inc. 1,410$36,1440.03%
View complete list of RBB FD INC shareholders