| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| Apexium Financial, LP | 4 | 4 | 0.94% | 7.30% | 9.55% | Q4 2022 | Q3 2023 | 4 |
| Richard P Slaughter Associates Inc | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
| OLD MISSION CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
| Soundwatch Capital LLC | 3 | 3 | 1.86% | 2.18% | 2.37% | Q1 2023 | Q3 2023 | 3 |
| Navis Wealth Advisors, LLC | 3 | 3 | 0.26% | 0.33% | 0.39% | Q1 2023 | Q3 2023 | 3 |
| OSAIC HOLDINGS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| UBS Group AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
This page lists all the filers that currently own TRUST FOR ADVISED PORTFOLIOS or have owned TRUST FOR ADVISED PORTFOLIOS in the past.