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Convergence Long/Short Equity ETF
CLSE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Operose Advisors
51
Operose Advisors
Wisconsin
USD 1.25 M – – –
White Knight Strategic Wealth Advisors
52
White Knight Strategic Wealth Advisors
New Jersey
USD 1.23 M +USD 1.17 M +36,007 Nuevas
IAIM
53
International Assets Investment Management
Florida
USD 1.18 M +USD 1.13 M +34,930 Nuevas
Kovack Advisors
54
Kovack Advisors
Florida
USD 1.16 M +USD 1.1 M +34,018 Nuevas
Castleview Partners
55
Castleview Partners
Texas
USD 1.16 M +USD 1.1 M +33,845 Nuevas
Atria Investments
56
Atria Investments
North Carolina
USD 1.15 M +USD 447 k +13,796 +69%
Archford Capital Strategies
57
Archford Capital Strategies
Illinois
USD 1.14 M – – –
Legacy Financial Advisors
58
Legacy Financial Advisors
Kentucky
USD 1.11 M +USD 1.06 M +32,586 Nuevas
Cornerstone Planning Group
59
Cornerstone Planning Group
New Jersey
USD 1.03 M +USD 27.4 k +847 +3%
Lodestar Private Asset Management
60
Lodestar Private Asset Management
California
USD 988 k +USD 100 k +3,075 +12%
Wealthcare Capital Partners
61
Wealthcare Capital Partners
Pennsylvania
USD 961 k +USD 912 k +28,162 Nuevas
Arkadios Wealth Advisors
62
Arkadios Wealth Advisors
Georgia
USD 960 k +USD 910 k +28,122 Nuevas
Vima LLC
63
Vima LLC
Michigan
USD 881 k +USD 1.74 M +53,771 Nuevas
Signature Estate & Investment Advisors
64
Signature Estate & Investment Advisors
California
USD 850 k +USD 146 k +4,503 +22%
Creative Financial Designs
65
Creative Financial Designs
Indiana
USD 824 k +USD 782 k +24,147 Nuevas
Steward Partners Investment Advisory
66
Steward Partners Investment Advisory
New York
USD 775 k +USD 469 k +14,498 +177%
ARQ Wealth Advisors
67
ARQ Wealth Advisors
Arizona
USD 724 k +USD 686 k +21,174 Nuevas
LaSalle St. Investment Advisors
68
LaSalle St. Investment Advisors
Illinois
USD 720 k +USD 48.1 k +1,485 +8%
FCA
69
FLC Capital Advisors
California
USD 629 k +USD 596 k +18,417 Nuevas
Runnymede Capital Advisors
70
Runnymede Capital Advisors
Ohio
USD 601 k +USD 570 k +17,605 Nuevas
Act Wealth Management
71
Act Wealth Management
Texas
USD 585 k +USD 74.1 k +2,288 +15%
Apollon Wealth Management
72
Apollon Wealth Management
South Carolina
USD 584 k -USD 939 -29 -0.2%
Brown Advisory
73
Brown Advisory
Maryland
USD 582 k +USD 552 k +17,054 Nuevas
Cary Street Partners
74
Cary Street Partners
Virginia
USD 511 k +USD 484 k +14,961 Nuevas
XY Planning Network
75
XY Planning Network
Montana
USD 507 k +USD 481 k +14,855 Nuevas
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