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CAPD

iPath Shiller CAPE ETN

Delisted

CAPD was delisted on the 11th of October, 2022.

Name Holding Trade Value Shares
Change
Change in
Stake
TW
26
Transform Wealth
Colorado
$579K -$242K -11,939 -28%
FEG
27
Financial Enhancement Group
Indiana
$571K -$40.1K -1,977 -6%
AWA
28
Arete Wealth Advisors
Illinois
$516K +$28.5K +1,403 +5%
RDWM
29
Red Door Wealth Management
Tennessee
$509K
CA
30
Cetera Advisors
Colorado
$453K -$1.83K -90 -0.4%
AWS
31
Atria Wealth Solutions
New York
$431K +$469K +23,090 New
RIA
32
Realta Investment Advisors
Delaware
$399K +$3.04K +150 +0.7%
AIA
33
Armor Investment Advisors
North Carolina
$291K
Northern Trust
34
Northern Trust
Illinois
$284K
Mariner
35
Mariner
Kansas
$269K +$292K +14,400 New
AAS
36
Avantax Advisory Services
Texas
$250K -$50.3K -2,480 -16%
DIA
37
Dana Investment Advisors
Wisconsin
$221K -$74.2K -3,655 -24%
CA
38
CoreCap Advisors
Michigan
$211K
AC
39
Anson Capital
Georgia
$196K
SWM
40
Sugarloaf Wealth Management
Georgia
$189K
LTI
41
Laffer Tengler Investments
Tennessee
$164K
Morgan Stanley
42
Morgan Stanley
New York
$152K +$85.2K +4,200 +107%
CFD
43
Creative Financial Designs
Indiana
$88K
AA
44
Ancora Advisors
Ohio
$84K
GWM
45
Geneos Wealth Management
Colorado
$78K
PTC
46
Private Trust Company
Ohio
$75K +$81.2K +4,000 New
EIP
47
Ellis Investment Partners
Pennsylvania
$53K
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$46K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$38K
WT
50
Whittier Trust
California
$28K