Sym | Company | Class | Option | Share Change | Activity | * Price $ | Shares | Notional Value |
---|
Name | Title | City, State | Date |
---|---|---|---|
Wayne Ferbert | Chief Compliance Officer | Columbia, Maryland | 1/27/2023 |
Name | Holdings Value | Location | File Number |
---|---|---|---|
Coppell Advisory Solutions LLC | $606M | Coppell, TX | 028-21108 |
Mach-1 Financial Group, LLC | $142M | Rogers, AR | 028-20742 |
MACROVIEW INVESTMENT MANAGEMENT LLC | $93.7M | Bethesda, MD | 028-14993 |
Num | Name | File Number |
---|---|---|
1 | Mach-1 Financial Group, LLC | 028-20742 |
2 | AdvisorShares Investments LLC | 028-19677 |
3 | BluePath Finance, Inc. | |
4 | MAS Advisors LLC | 028-21689 |