HBC Financial Services, PLLC - FS INVT CORP ownership

Quarter-by-quarter ownership
HBC Financial Services, PLLC ownership history of FS INVT CORP
ValueSharesWeighting
Q3 2023$160.0%8150.0%0.01%
+9.1%
Q2 2023$16
+6.7%
8150.0%0.01%0.0%
Q1 2023$15
+7.1%
8150.0%0.01%0.0%
Q4 2022$14
-99.9%
8150.0%0.01%0.0%
Q3 2022$13,000
-18.8%
8150.0%0.01%
-8.3%
Q2 2022$16,000
-5.9%
8150.0%0.01%0.0%
Q1 2022$17,0000.0%8150.0%0.01%
+9.1%
Q4 2021$17,000
-5.6%
8150.0%0.01%
-8.3%
Q3 2021$18,000
+12.5%
8150.0%0.01%
+9.1%
Q2 2021$16,0008150.01%
Other shareholders
FS INVT CORP shareholders Q4 2023
NameSharesValueWeighting ↓
Muzinich & Co., Inc. 6,531,301$48,005,0006.23%
Patriot Financial Group Insurance Agency, LLC 765,956$5,948,0004.45%
Oak Point Wealth Management 334,662$2,461,0002.42%
Kalos Management, Inc. 529,682$3,898,0001.83%
Arete Wealth Advisors, LLC 764,345$5,618,0001.83%
LexAurum Advisors, LLC 240,406$1,851,0001.73%
Seneca House Advisors 240,919$1,771,0001.52%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 639,526$4,701,0001.46%
Keystone Financial Group 215,490$1,670,0001.04%
WealthPLAN Partners, LLC 497,254$3,654,0000.98%
View complete list of FS INVT CORP shareholders