Glass Jacobson Investment Advisors llc - ADVISORSHARES TR ownership

Quarter-by-quarter ownership
Glass Jacobson Investment Advisors llc ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q3 2023$2,661
+33.2%
778
+0.1%
0.00%0.0%
Q2 2023$1,997
-28.2%
777
+0.6%
0.00%0.0%
Q4 2022$2,7807720.00%
Other shareholders
ADVISORSHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Navis Wealth Advisors, LLC 62,450$1,476,0001.14%
Florin Court Capital LLP 25,700$608,0000.64%
A. D. Beadell Investment Counsel, Inc. 34,950$826,0000.56%
Spectrum Asset Management, Inc. (NB/CA) 16,329$386,0000.12%
VALLEY NATIONAL ADVISERS INC 12,652$299,0000.06%
NEXT Financial Group, Inc 25,410$601,0000.05%
Kestra Advisory Services, LLC 129,600$3,064,0000.04%
ROCKY MOUNTAIN ADVISERS, LLC 750$18,0000.03%
PECONIC PARTNERS LLC 10,000$236,0000.02%
WOLFF WIESE MAGANA LLC 1,125$27,0000.02%
View complete list of ADVISORSHARES TR shareholders