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2ND Vote FDS

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Blue Trust, Inc.
UNCHANGED
Shares1,736 from 1,736
Change0 (0%)
Value$63 (+$4)
Filed 2023-10-11
GTS Securities LLC
CLOSED
Shares0 from 36,425
Change-36,425 (-100%)
Value$0 (-$1.3M)
Filed 2023-11-15
Envestnet Asset Management Inc
CLOSED
Shares0 from 9,525
Change-9,525 (-100%)
Value$0 (-$345.4K)
Filed 2023-11-13
MML Investors Services, LLC
CLOSED
Shares0 from 8,959
Change-8,959 (-100%)
Value$0 (-$325)
Filed 2023-11-14
UBS Group AG
CLOSED
Shares0 from 2,761
Change-2,761 (-100%)
Value$0 (-$100.1K)
Filed 2023-11-09
Harbour Investments, Inc.
CLOSED
Shares0 from 1,067
Change-1,067 (-100%)
Value$0 (-$38.7K)
Filed 2023-11-15
Steward Financial Group LLC
CLOSED
Shares0 from 906
Change-906 (-100%)
Value$0 (-$32)
Filed 2023-10-23
CWM, LLC
CLOSED
Shares0 from 681
Change-681 (-100%)
Value$0 (-$25)
Filed 2023-10-11
Laffer Tengler Investments, Inc.
CLOSED
Shares0 from 639
Change-639 (-100%)
Value$0 (-$23.2K)
Filed 2023-11-14
Mendota Financial Group, LLC
CLOSED
Shares0 from 588
Change-588 (-100%)
Value$0 (-$21.3K)
Filed 2023-10-12
Proequities, Inc.
CLOSED
Shares0 from 566
Change-566 (-100%)
Value$0 (-$20.5K)
Filed 2023-10-30
Osaic Holdings, Inc.
CLOSED
Shares0 from 241
Change-241 (-100%)
Value$0 (-$8.7K)
Filed 2023-11-13
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 142
Change-142 (-100%)
Value$0 (-$5.1K)
Filed 2023-11-14
WealthPLAN Partners, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$3.6K)
Filed 2023-11-02
Parkside Financial Bank & Trust
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$1.2K)
Filed 2023-11-13
Status
Blue Trust, Inc.
UNCHANGED1,7361,73600%$59$63+$42023-10-11
GTS Securities LLC
CLOSED036,425-36,425-100%$1.3M$0-$1.3M2023-11-15
Envestnet Asset Management Inc
CLOSED09,525-9,525-100%$345.4K$0-$345.4K2023-11-13
MML Investors Services, LLC
CLOSED08,959-8,959-100%$325$0-$3252023-11-14
UBS Group AG
CLOSED02,761-2,761-100%$100.1K$0-$100.1K2023-11-09
Harbour Investments, Inc.
CLOSED01,067-1,067-100%$38.7K$0-$38.7K2023-11-15
Steward Financial Group LLC
CLOSED0906-906-100%$32$0-$322023-10-23
CWM, LLC
CLOSED0681-681-100%$25$0-$252023-10-11
Laffer Tengler Investments, Inc.
CLOSED0639-639-100%$23.2K$0-$23.2K2023-11-14
Mendota Financial Group, LLC
CLOSED0588-588-100%$21.3K$0-$21.3K2023-10-12
Proequities, Inc.
CLOSED0566-566-100%$20.5K$0-$20.5K2023-10-30
Osaic Holdings, Inc.
CLOSED0241-241-100%$8.7K$0-$8.7K2023-11-13
Northwestern Mutual Wealth Management Co
CLOSED0142-142-100%$5.1K$0-$5.1K2023-11-14
WealthPLAN Partners, LLC
CLOSED0100-100-100%$3.6K$0-$3.6K2023-11-02
Parkside Financial Bank & Trust
CLOSED032-32-100%$1.2K$0-$1.2K2023-11-13
Showing 15 of 15 institutions