News + Filings Key Docs Ownership
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CSQ (CSQ)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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BANK OF AMERICA CORP /DE/
| 4,551,137 | -51,429 | 67,129,281,000 | 0.01 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 4,173,865 | -309,388 | 61,564,509,000 | 0.02 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 3,825,407 | 57,874 | 56,424,754,000 | 0.01 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 2,423,386 | 240,057 | 35,744,944,000 | 0.01 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 1,597,849 | 90,400 | 23,568,000,000 | 0.01 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 1,424,743 | 324,628 | 19,120,123,000 | 0.02 | |
Hist
| 12/31/2022 |
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Raymond James Financial Services Advisors, Inc.
| 1,079,710 | -81,621 | 14,489,771,000 | 0.03 | |
Hist
| 12/31/2022 |
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Bensler, LLC
| 791,656 | 791,656 | 11,676,993,000 | 2.22 | |
Hist
| 06/30/2023 |
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GUGGENHEIM CAPITAL LLC
| 706,278 | 46,358 | 10,417,601,000 | 0.08 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 654,509 | 984 | 9,163,121,000 | 0.01 | |
Hist
| 03/31/2023 |
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McGowan Group Asset Management, Inc.
| 522,759 | -3,638 | 7,318,630,000 | 1.16 | |
Hist
| 03/31/2023 |
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Cetera Advisors LLC
| 447,967 | 10,264 | 6,271,541,000 | 0.10 | |
Hist
| 03/31/2023 |
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Advisors Asset Management, Inc.
| 424,969 | 69,540 | 6,268,293,000 | 0.13 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 322,973 | -96,073 | 4,763,444,000 | | |
Hist
| 06/30/2023 |
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B. Riley Wealth Advisors, Inc.
| 298,212 | 154,090 | 4,398,623,000 | 0.10 | |
Hist
| 06/30/2023 |
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Rockefeller Capital Management L.P.
| 276,196 | 6,459 | 4,073,894,000 | 0.02 | |
Hist
| 06/30/2023 |
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Apollon Wealth Management, LLC
| 267,369 | 9,408 | 3,943,698,000 | 0.19 | |
Hist
| 06/30/2023 |
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DAVENPORT & Co LLC
| 237,049 | -520 | 3,181,000,000 | 0.03 | |
Hist
| 12/31/2022 |
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STIFEL FINANCIAL CORP
| 202,587 | 5,994 | 2,988,185,000 | 0.00 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 199,426 | -3,773 | 2,676,301,000 | 0.00 | |
Hist
| 12/31/2022 |
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Savant Capital, LLC
| 143,776 | 143,776 | 2,120,697,000 | 0.03 | |
Hist
| 06/30/2023 |
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Aviance Capital Partners, LLC
| 127,383 | 6,372 | 1,878,901,000 | 0.40 | |
Hist
| 06/30/2023 |
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Domani Wealth, LLC
| 129,550 | 0 | 1,739,000,000 | 0.44 | |
Hist
| 12/31/2022 |
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CENTRAL TRUST Co
| 123,940 | -375 | 1,663,275,000 | 0.05 | |
Hist
| 12/31/2022 |
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PNC FINANCIAL SERVICES GROUP, INC.
| 104,542 | -507 | 1,541,995,000 | 0.00 | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 103,046 | -13,271 | 1,520,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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Cetera Advisor Networks LLC
| 107,341 | 4,830 | 1,502,772,000 | 0.01 | |
Hist
| 03/31/2023 |
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Mariner, LLC
| 96,066 | 11,546 | 1,416,975,000 | 0.00 | |
Hist
| 06/30/2023 |
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Meridian Wealth Advisors, LLC
| 94,222 | 0 | 1,389,775,000 | 0.34 | |
Hist
| 06/30/2023 |
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LAKE STREET FINANCIAL LLC
| 76,950 | -2,500 | 1,135,013,000 | 0.20 | |
Hist
| 06/30/2023 |
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Consolidated Planning Corp
| 76,845 | 76,845 | 1,133,469,000 | 0.24 | |
Hist
| 06/30/2023 |
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Calamos Wealth Management LLC
| 75,380 | 46,140 | 1,055,316,000 | 0.08 | |
Hist
| 03/31/2023 |
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Palogic Value Management, L.P.
| 53,000 | -4,000 | 781,750,000 | 0.37 | |
Hist
| 06/30/2023 |
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Steward Partners Investment Advisory, LLC
| 51,056 | -3,100 | 753,076,000 | 0.01 | |
Hist
| 06/30/2023 |
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HARBOUR INVESTMENTS, INC.
| 55,643 | 6,204 | 746,727,000 | 0.05 | |
Hist
| 12/31/2022 |
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