LITMAN GREGORY FDS TR shareholder history

Current and past LITMAN GREGORY FDS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cambridge Investment Research Advisors, Inc. 990.00%0.04%0.10%Q3 2021Q3 20239
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Cambria Investment Management, L.P. 990.06%0.63%1.76%Q3 2021Q3 20239
Valmark Advisers, Inc. 990.28%0.41%0.51%Q3 2021Q3 20239
Citadel Advisors 330.00%0.00%0.00%Q4 2022Q2 20239
ENVESTNET ASSET MANAGEMENT INC 990.00%0.01%0.02%Q3 2021Q3 20239
Orion Portfolio Solutions, LLC 990.01%0.02%0.04%Q3 2021Q3 20239
Rockefeller Capital Management L.P. 990.00%0.01%0.03%Q3 2021Q3 20239
Private Advisor Group, LLC 620.00%0.02%0.04%Q3 2021Q3 20238
LPL Financial LLC 620.00%0.01%0.02%Q3 2021Q3 20238
Ausdal Financial Partners, Inc. 770.08%0.09%0.12%Q1 2022Q3 20237
Fermata Advisors, LLC 770.08%1.28%3.32%Q1 2022Q3 20237
OSAIC HOLDINGS, INC. 610.00%0.01%0.02%Q4 2021Q3 20237
COMMONWEALTH EQUITY SERVICES, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Litman Gregory Wealth Management LLC 520.35%1.86%2.70%Q4 2021Q3 20237
Steward Partners Investment Advisory, LLC 770.00%0.02%0.04%Q1 2022Q3 20237
Ameliora Wealth Management Ltd. 610.01%0.07%0.27%Q4 2021Q3 20237
Leelyn Smith, LLC 770.00%1.24%1.61%Q1 2022Q3 20237
Kestra Advisory Services, LLC 660.00%0.02%0.07%Q2 2022Q3 20236
RAYMOND JAMES & ASSOCIATES 510.00%0.00%0.00%Q3 2021Q3 20236
Janney Montgomery Scott LLC 420.00%0.00%0.00%Q3 2021Q1 20236
OneDigital Investment Advisors LLC 660.01%0.27%0.44%Q2 2022Q3 20236
NewEdge Advisors, LLC 660.01%0.02%0.06%Q2 2022Q3 20236
HARBOUR INVESTMENTS, INC. 660.00%0.01%0.01%Q2 2022Q3 20236
Atria Wealth Solutions, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Financial Advocates Investment Management 660.12%0.26%0.43%Q2 2022Q3 20236
Virtue Capital Management, LLC 660.06%0.10%0.12%Q2 2022Q3 20236
Global Retirement Partners, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Betterment LLC 660.00%0.00%0.00%Q3 2021Q4 20226
R. W. Roge & Company, Inc. 662.22%9.63%21.61%Q2 2022Q3 20236
Executive Wealth Management, LLC 660.24%0.35%0.53%Q2 2022Q3 20236
Innova Wealth Partners 661.22%5.10%9.13%Q2 2022Q3 20236
JANICZEK WEALTH MANAGEMENT, LLC 660.00%0.11%0.15%Q2 2022Q3 20236
Cribstone Capital Management, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Integrated Advisors Network LLC 660.02%0.28%0.81%Q2 2022Q3 20236
Frontier Asset Management, LLC 552.21%3.40%6.58%Q3 2022Q3 20235
Freedom Investment Management, Inc. 550.04%0.05%0.06%Q3 2022Q3 20235
Worth Asset Management, LLC 550.00%0.62%1.90%Q3 2022Q3 20235
OPPENHEIMER & CO INC 550.01%0.01%0.01%Q3 2022Q3 20235
First Heartland Consultants, Inc. 550.11%0.56%0.95%Q3 2022Q3 20235
Johnson Midwest Financial, LLC 550.05%0.14%0.24%Q3 2022Q3 20235
GREAT VALLEY ADVISOR GROUP, INC. 550.02%0.43%0.62%Q2 2022Q2 20235
CSS LLC/IL 550.07%0.24%0.32%Q3 2022Q3 20235
E&G Advisors, LP 551.46%1.58%1.77%Q3 2022Q3 20235
Advisory Services Network, LLC 550.10%0.11%0.15%Q3 2022Q3 20235
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 553.14%4.82%5.97%Q3 2022Q3 20235
Fortress Wealth Group, LLC 552.55%3.32%4.00%Q3 2022Q3 20235
EWG Elevate Inc. 550.12%0.20%0.37%Q3 2022Q3 20235
HighTower Advisors, LLC 550.00%0.01%0.04%Q3 2022Q3 20235
J2 Capital Management Inc 550.77%1.23%1.96%Q3 2022Q3 20235
Renaissance Technologies 550.00%0.00%0.01%Q3 2022Q3 20235
MML INVESTORS SERVICES, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
PFG Advisors 550.28%0.75%1.31%Q3 2022Q3 20235
UBS Group AG 550.00%0.00%0.00%Q3 2022Q3 20235
Ancora Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
ALM First Financial Advisors, LLC 443.03%3.22%3.34%Q4 2022Q3 20234
Savant Capital, LLC 440.02%0.05%0.10%Q4 2022Q3 20234
Miracle Mile Advisors, LLC 440.08%1.06%2.16%Q4 2022Q3 20234
TOTH FINANCIAL ADVISORY CORP 440.00%0.00%0.00%Q4 2022Q3 20234
Householder Group Estate & Retirement Specialist, LLC 210.02%0.10%0.15%Q2 2022Q3 20234
Legend Financial Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
JPMORGAN CHASE & CO 440.00%0.01%0.02%Q4 2022Q3 20234
Verum Partners LLC 440.29%0.54%0.75%Q4 2022Q3 20234
Perigon Wealth Management, LLC 440.05%0.07%0.10%Q4 2022Q3 20234
Harvest Fund Management Co., Ltd 440.01%0.01%0.01%Q4 2022Q3 20234
SMITH, MOORE & CO. 440.23%1.25%2.28%Q3 2022Q2 20234
WOLFF WIESE MAGANA LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Naviter Wealth, LLC 443.22%5.79%7.41%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.06%0.25%0.50%Q2 2022Q1 20234
Cetera Investment Advisers 440.01%0.01%0.01%Q4 2022Q3 20234
MORGAN STANLEY 440.00%0.00%0.00%Q4 2022Q3 20234
Retirement Group, LLC 440.00%0.12%0.23%Q4 2022Q3 20234
Mutual Advisors, LLC 440.03%0.04%0.05%Q2 2022Q1 20234
Tower Research Capital LLC (TRC) 220.00%0.00%0.00%Q3 2022Q3 20234
Trilogy Capital Inc. 440.06%0.09%0.11%Q4 2022Q3 20234
STAPP WEALTH MANAGEMENT, PLLC 310.13%0.49%0.76%Q3 2022Q3 20234
Goldstein Advisors, LLC 443.78%4.29%4.88%Q4 2022Q3 20234
Trek Financial, LLC 220.04%0.21%0.38%Q3 2022Q3 20234
AVANTAX ADVISORY SERVICES, INC. 440.00%0.01%0.02%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
LINCOLN NATIONAL CORP 440.01%0.01%0.01%Q4 2022Q3 20234
RHS Financial, LLC 440.79%0.86%0.92%Q4 2022Q3 20234
Dynamic Advisor Solutions LLC 440.03%0.30%0.59%Q4 2022Q3 20234
IFP Advisors, Inc 440.05%0.08%0.09%Q4 2022Q3 20234
B. Riley Wealth Advisors, Inc. 440.01%0.02%0.04%Q3 2022Q2 20234
Mariner, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Measured Wealth Private Client Group, LLC 440.09%0.12%0.16%Q2 2022Q1 20234
PRIVATE TRUST CO NA 440.00%0.01%0.01%Q4 2022Q3 20234
Ethos Financial Group, LLC 442.33%3.17%4.21%Q4 2022Q3 20234
Cedar Brook Financial Partners, LLC 440.07%0.14%0.31%Q4 2022Q3 20234
LAKE STREET PRIVATE WEALTH, LLC 440.13%0.22%0.46%Q4 2022Q3 20234
Raymond James Financial Services Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Ameritas Advisory Services, LLC 440.01%0.05%0.09%Q4 2022Q3 20234
CWM, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Cetera Advisor Networks LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Belpointe Asset Management LLC 440.28%0.30%0.32%Q2 2022Q1 20234
WEDBUSH SECURITIES INC 330.02%0.03%0.03%Q1 2023Q3 20233
Avestar Capital, LLC 330.05%0.54%1.00%Q3 2022Q1 20233
Moors & Cabot, Inc. 210.01%0.02%0.02%Q4 2022Q3 20233
Sowell Financial Services LLC 210.05%0.13%0.20%Q4 2022Q3 20233
GOFEN & GLOSSBERG LLC /IL/ 330.02%0.02%0.02%Q2 2022Q4 20223
Midwest Financial Group LLC 331.37%1.42%1.50%Q1 2023Q3 20233
R.P. Boggs & Co. 336.14%8.41%10.89%Q3 2022Q1 20233
Professional Financial Advisors, LLC 210.98%1.17%1.33%Q2 2022Q3 20233
EverSource Wealth Advisors, LLC 330.00%0.02%0.03%Q1 2023Q3 20233
Cetera Advisors LLC 210.00%0.01%0.01%Q4 2022Q3 20233
CreativeOne Wealth, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
Canal Capital Management, LLC 330.15%0.33%0.66%Q1 2023Q3 20233
Creative Planning 330.00%0.00%0.00%Q1 2023Q3 20233
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q2 2022Q1 20233
Quantitative Advantage, LLC 330.26%0.31%0.38%Q3 2022Q1 20233
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 330.01%0.02%0.03%Q1 2023Q3 20233
ProVise Management Group, LLC 330.03%0.04%0.04%Q4 2022Q2 20233
AlphaQ Advisors LLC 330.53%0.55%0.56%Q1 2023Q3 20233
Strategic Blueprint, LLC 210.02%0.06%0.12%Q3 2022Q3 20233
TMD Wealth Management, LLC 331.82%2.26%3.08%Q4 2022Q2 20233
Meridian Wealth Management, LLC 330.03%0.05%0.08%Q1 2023Q3 20233
Burt Wealth Advisors 210.09%0.18%0.35%Q3 2022Q3 20233
BlackDiamond Wealth Management, LLC 330.88%1.28%1.60%Q2 2022Q4 20223
Empire Financial Management Company, LLC 332.19%2.38%2.62%Q1 2023Q3 20233
NATIONAL BANK OF CANADA /FI/ 330.00%0.00%0.00%Q1 2023Q3 20233
HBW ADVISORY SERVICES LLC 330.10%0.25%0.42%Q4 2022Q2 20233
Column Capital Advisors, LLC 330.00%0.02%0.04%Q1 2023Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Sterneck Capital Management, LLC 330.75%0.80%0.88%Q1 2023Q3 20233
Jaffetilchin Investment Partners, LLC 210.05%0.06%0.08%Q4 2022Q3 20233
LWM Advisory Services, LLC 330.76%0.81%0.84%Q2 2022Q4 20223
Equitable Holdings, Inc. 330.04%0.05%0.05%Q1 2023Q3 20233
Fiduciary Alliance LLC 330.02%0.52%0.82%Q4 2022Q2 20233
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q4 2022Q2 20233
ROYAL BANK OF CANADA 210.00%0.00%0.00%Q3 2022Q3 20233
Gallagher Fiduciary Advisors, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Integrated Wealth Concepts LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Apollon Wealth Management, LLC 330.10%0.14%0.17%Q3 2022Q1 20233
HHM Wealth Advisors, LLC 210.06%0.07%0.08%Q4 2022Q3 20233
STIFEL FINANCIAL CORP 330.00%0.00%0.00%Q1 2023Q3 20233
WFA of San Diego, LLC 210.02%0.02%0.02%Q4 2022Q3 20233
Kovack Advisors, Inc. 330.04%0.15%0.34%Q2 2022Q4 20223
Wealthcare Advisory Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
STATE STREET CORP 220.00%0.00%0.00%Q4 2022Q1 20232
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.03%0.08%0.13%Q2 2022Q3 20222
FLOW TRADERS U.S. LLC 220.02%0.03%0.05%Q1 2023Q2 20232
Koshinski Asset Management, Inc. 220.05%0.06%0.08%Q3 2022Q4 20222
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
EPG Wealth Management LLC 220.16%0.18%0.20%Q3 2022Q4 20222
IAMS WEALTH MANAGEMENT, LLC 220.20%0.23%0.27%Q4 2022Q1 20232
Precision Wealth Strategies, LLC 221.75%1.78%1.81%Q1 2023Q2 20232
Latitude Advisors, LLC 220.93%1.03%1.13%Q4 2022Q1 20232
OneAscent Wealth Management LLC 220.20%0.24%0.27%Q4 2022Q1 20232
Birchcreek Wealth Management, LLC 220.26%0.28%0.30%Q3 2022Q4 20222
Onyx Bridge Wealth Group LLC 220.11%0.27%0.43%Q3 2022Q4 20222
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
First Capital Advisors Group, LLC. 110.01%1.34%2.67%Q4 2022Q2 20232
ORG Partners LLC 220.02%0.10%0.19%Q2 2023Q3 20232
WELLS FARGO & COMPANY/MN 110.00%0.00%0.00%Q4 2022Q3 20232
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
Claraphi Advisory Network, LLC 220.28%0.40%0.53%Q3 2022Q4 20222
CAPTRUST FINANCIAL ADVISORS 220.01%0.01%0.01%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
Proficio Capital Partners LLC 220.18%0.21%0.24%Q3 2022Q4 20222
Visionary Wealth Advisors 220.03%0.04%0.05%Q2 2023Q3 20232
CoreCap Advisors, LLC 220.05%0.06%0.07%Q3 2022Q4 20222
GeoWealth Management, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Sharkey, Howes & Javer 220.28%0.42%0.56%Q4 2022Q1 20232
Moran Wealth Management, LLC 220.04%0.05%0.06%Q4 2022Q1 20232
Ahrens Investment Partners LLC 110.01%0.15%0.29%Q3 2022Q1 20232
AE Wealth Management LLC 110.00%0.01%0.01%Q4 2022Q3 20232
Financial Gravity Asset Management, Inc. 110.02%0.03%0.04%Q4 2022Q2 20232
Fortitude Advisory Group L.L.C. 220.17%0.22%0.27%Q4 2022Q1 20232
SIMON QUICK ADVISORS, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
F3Logic, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Wealth Enhancement & Preservation of GA, LLC 115.65%5.65%5.65%Q4 2022Q4 20221
Atria Investments, Inc 110.03%0.03%0.03%Q2 2022Q2 20221
V Wealth Advisors LLC 110.03%0.03%0.03%Q2 2023Q2 20231
WEALTH ADVISORS, INC. 110.12%0.12%0.12%Q4 2022Q4 20221
Prospera Financial Services Inc 110.02%0.02%0.02%Q4 2022Q4 20221
Private Advisory Group LLC 110.09%0.09%0.09%Q1 2023Q1 20231
Lee Financial Co 110.00%0.00%0.00%Q4 2022Q4 20221
Capital CS Group, LLC 110.49%0.49%0.49%Q3 2022Q3 20221
Csenge Advisory Group 110.03%0.03%0.03%Q4 2022Q4 20221
Austin Wealth Management, LLC 110.60%0.60%0.60%Q3 2023Q3 20231
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.58%0.58%0.58%Q2 2023Q2 20231
Strategic Wealth Partners, Ltd. 110.06%0.06%0.06%Q1 2023Q1 20231
SAGE PRIVATE WEALTH GROUP, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
55I, LLC 110.20%0.20%0.20%Q3 2022Q3 20221
TSFG, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cornerstone Wealth Group, LLC 113.74%3.74%3.74%Q3 2022Q3 20221
Karp Capital Management Corp 110.16%0.16%0.16%Q3 2022Q3 20221
SILVER OAK SECURITIES, INCORPORATED 110.07%0.07%0.07%Q2 2022Q2 20221
TTP Investments, Inc. 116.92%6.92%6.92%Q3 2022Q3 20221
FMR LLC 110.00%0.00%0.00%Q2 2023Q2 20231
MGO ONE SEVEN LLC 110.02%0.02%0.02%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Bellecapital International Ltd. 110.06%0.06%0.06%Q3 2022Q3 20221
Almanack Investment Partners, LLC. 110.09%0.09%0.09%Q3 2022Q3 20221
STEPHENS INC /AR/ 110.09%0.09%0.09%Q3 2022Q3 20221
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LWS Wealth Advisors, Inc. 110.50%0.50%0.50%Q3 2023Q3 20231
Arete Wealth Advisors, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Per Stirling Capital Management, LLC. 110.26%0.26%0.26%Q4 2022Q4 20221
Parcion Private Wealth LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Integrity Advisory, LLC 110.91%0.91%0.91%Q3 2022Q3 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Williams Financial, LLC 111.88%1.88%1.88%Q4 2022Q4 20221
Meredith Wealth Planning 110.94%0.94%0.94%Q4 2022Q4 20221
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
PRELUDE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
NWAM LLC 110.02%0.02%0.02%Q3 2022Q3 20221
SG Americas Securities, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Cassady Schiller Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Laurel Wealth Advisors, Inc. 110.06%0.06%0.06%Q4 2022Q4 20221
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2023Q1 20231
Sigma Planning Corp 110.02%0.02%0.02%Q4 2022Q4 20221
RFG Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Financial Strategies Group, Inc. 110.12%0.12%0.12%Q4 2022Q4 20221
CAROLINAS WEALTH CONSULTING LLC 110.01%0.01%0.01%Q3 2022Q3 20221
CENTAURUS FINANCIAL, INC. 110.05%0.05%0.05%Q4 2022Q4 20221
PEAK FINANCIAL ADVISORS LLC 110.18%0.18%0.18%Q2 2023Q2 20231
Gallagher Benefit Services, Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
Beaumont Financial Partners, LLC 114.17%4.17%4.17%Q3 2022Q3 20221

This page lists all the filers that currently own LITMAN GREGORY FDS TR or have owned LITMAN GREGORY FDS TR in the past.