News + Filings Key Docs Ownership
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AMERICAN FIDELITY ASSURANCE CO (FHLC)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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Lido Advisors, LLC
| 1,599,797 | 87,899 | 100,979,234,000 | 0.72 | |
Hist
| 06/30/2023 |
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Full Sail Capital, LLC
| 571,700 | 11,835 | 36,085,712,000 | 3.08 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 501,911 | 318,037 | 32,112,327,000 | 0.06 | |
Hist
| 12/31/2022 |
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HARBOUR INVESTMENTS, INC.
| 418,789 | 5,851 | 26,794,119,000 | 1.64 | |
Hist
| 12/31/2022 |
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MORGAN STANLEY
| 391,093 | 24,981 | 24,685,873,000 | 0.00 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 375,049 | -185,481 | 23,673,107,000 | 0.01 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 369,645 | -11,681 | 22,722,098,000 | 0.02 | |
Hist
| 03/31/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 353,643 | -72,573 | 22,324,514,000 | | |
Hist
| 06/30/2023 |
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Adviser Investments LLC
| 328,948 | -25,059 | 20,763,193,000 | 0.45 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 299,993 | -58,904 | 18,932,307,000 | 0.01 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 270,013 | -9,943 | 17,043,216,000 | 0.02 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 240,294 | 5,214 | 15,167,401,000 | 0.00 | |
Hist
| 06/30/2023 |
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Lebenthal Global Advisors, LLC
| 222,633 | -44,477 | 14,052,569,000 | 4.08 | |
Hist
| 06/30/2023 |
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Connectus Wealth, LLC
| 192,567 | -45,551 | 12,165,877,000 | 0.28 | |
Hist
| 06/30/2023 |
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AE Wealth Management LLC
| 174,253 | 39,372 | 10,998,839,000 | 0.07 | |
Hist
| 06/30/2023 |
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Sigma Planning Corp
| 168,417 | 4,107 | 10,775,369,000 | 0.39 | |
Hist
| 12/31/2022 |
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VICUS CAPITAL
| 157,512 | -3,865 | 9,942,134,000 | 1.04 | |
Hist
| 06/30/2023 |
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WEATHERLY ASSET MANAGEMENT L. P.
| 163,844 | 38,997 | 9,925,659,000 | 1.19 | |
Hist
| 09/30/2023 |
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McGlone Suttner Wealth Management, Inc.
| 153,607 | 153,607 | 9,827,708,000 | 3.12 | |
Hist
| 12/31/2022 |
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Traynor Capital Management, Inc.
| 141,561 | 53,218 | 9,057,048,000 | 1.28 | |
Hist
| 12/31/2022 |
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Kestra Advisory Services, LLC
| 141,098 | 8,427 | 8,906,106,000 | 0.09 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 137,366 | -9,625 | 8,670,552,000 | 0.00 | |
Hist
| 06/30/2023 |
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Buttonwood Financial Advisors Inc.
| 133,767 | 1,458 | 8,443,378,000 | 5.29 | |
Hist
| 06/30/2023 |
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Baird Financial Group, Inc.
| 121,406 | 53,400 | 7,663,147,000 | 0.02 | |
Hist
| 06/30/2023 |
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Barry Investment Advisors, LLC
| 118,284 | -35,682 | 7,567,801,000 | 2.39 | |
Hist
| 12/31/2022 |
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Investors Research Corp
| 119,812 | 4,706 | 7,562,533,000 | 1.91 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 112,241 | -233,286 | 7,084,652,000 | 0.00 | |
Hist
| 06/30/2023 |
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Quantitative Strategies, Inc.
| 111,275 | 111,275 | 7,023,709,000 | 4.71 | |
Hist
| 06/30/2023 |
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Cetera Advisor Networks LLC
| 111,635 | 7,216 | 6,862,223,000 | 0.05 | |
Hist
| 03/31/2023 |
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JPMORGAN CHASE & CO
| 107,161 | 87,632 | 6,764,006,000 | 0.00 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 106,882 | -5,848 | 6,746,408,000 | 0.01 | |
Hist
| 06/30/2023 |
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Lifeworks Advisors, LLC
| 105,916 | 14,794 | 6,685,449,000 | 2.85 | |
Hist
| 06/30/2023 |
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Atria Wealth Solutions, Inc.
| 91,269 | -29,835 | 5,760,909,000 | 0.08 | |
Hist
| 06/30/2023 |
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Financial Partners Group, Inc
| 88,503 | -5,485 | 5,555,355,000 | 1.12 | |
Hist
| 06/30/2023 |
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NewEdge Advisors, LLC
| 86,500 | 34,344 | 5,459,887,000 | 0.06 | |
Hist
| 06/30/2023 |
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