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Convergence Long/Short Equity ETF
CLSE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Creative Planning
26
Creative Planning
Kansas
USD 4.31 M -USD 46.9 k -1,450 -1%
McAdam LLC
27
McAdam LLC
Pennsylvania
USD 4.2 M +USD 3.98 M +123,024 Nuevas
Mariner
28
Mariner
Kansas
USD 3.17 M – – –
Fifth Third Securities
29
Fifth Third Securities
Ohio
USD 3.03 M +USD 217 k +6,714 +8%
Elyxium Wealth
30
Elyxium Wealth
California
USD 3.02 M -USD 35.4 k -1,092 -1%
WWA
31
WCG Wealth Advisors
Nevada
USD 2.96 M +USD 1.36 M +41,934 +93%
RIS
32
Richmond Investment Services
Wisconsin
USD 2.74 M +USD 1.99 M +61,526 +327%
NewEdge Advisors
33
NewEdge Advisors
Louisiana
USD 2.69 M +USD 2.55 M +78,822 Nuevas
Stifel Financial
34
Stifel Financial
Missouri
USD 2.65 M +USD 791 k +24,427 +46%
GPW
35
Genesis Private Wealth
Virginia
USD 2.34 M +USD 545 k +16,831 +32%
Osaic Holdings
36
Osaic Holdings
Arizona
USD 2.01 M +USD 701 k +21,640 +58%
Cerity Partners
37
Cerity Partners
New York
USD 1.95 M +USD 1.85 M +57,117 Nuevas
GC
38
Guilbault Capital
Louisiana
USD 1.8 M +USD 1.15 M +35,492 +206%
CWMS
39
Cannon Wealth Management Services
North Carolina
USD 1.76 M +USD 426 k +13,156 +34%
Per Stirling Capital Management
40
Per Stirling Capital Management
Texas
USD 1.71 M – – –
RAS
41
RPS Advisory Solutions
Kentucky
USD 1.68 M +USD 1.35 M +41,602 +552%
FFAS
42
FIG Financial Advisory Services
Oklahoma
USD 1.66 M +USD 1.58 M +48,722 Nuevas
DP
43
Denver PWM
Colorado
USD 1.63 M +USD 173 k +5,344 +12%
EAM
44
Empirical Asset Management
Massachusetts
USD 1.61 M +USD 87.4 k +2,701 +6%
Ausdal Financial Partners
45
Ausdal Financial Partners
Iowa
USD 1.58 M +USD 228 k +7,029 +18%
FWWM
46
Fiscal Wisdom Wealth Management
Connecticut
USD 1.48 M +USD 175 k +5,392 +14%
MML Investors Services
47
MML Investors Services
Massachusetts
USD 1.46 M +USD 1.39 M +42,898 Nuevas
Foundations Investment Advisors
48
Foundations Investment Advisors
Arizona
USD 1.45 M -USD 55.8 k -1,725 -4%
Sigma Planning Corp
49
Sigma Planning Corp
Michigan
USD 1.45 M +USD 1.1 M +34,033 +404%
WAM
50
Worth Asset Management
Texas
USD 1.26 M +USD 1.2 M +36,926 Nuevas
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