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Convergence Long/Short Equity ETF
CLSE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Avaii Wealth Management
76
Avaii Wealth Management
Wisconsin
USD 506 k +USD 480 k +14,830 Nuevas
Coastal Bridge Advisors
77
Coastal Bridge Advisors
Connecticut
USD 497 k +USD 238 k +7,340 +102%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
USD 486 k +USD 177 k +5,455 +62%
Regal Investment Advisors
79
Regal Investment Advisors
Michigan
USD 444 k +USD 25.4 k +785 +6%
Private Advisor Group
80
Private Advisor Group
New Jersey
USD 430 k +USD 408 k +12,588 Nuevas
Oppenheimer & Co
81
Oppenheimer & Co
New York
USD 404 k +USD 383 k +11,840 Nuevas
Truist Financial
82
Truist Financial
North Carolina
USD 386 k +USD 366 k +11,317 Nuevas
Able Wealth Management
83
Able Wealth Management
New Jersey
USD 383 k +USD 62.3 k +1,924 +21%
IFP Advisors
84
IFP Advisors
Florida
USD 377 k +USD 341 k +10,522 +2,012%
Atomi Financial Group
85
Atomi Financial Group
New York
USD 369 k +USD 350 k +10,797 Nuevas
Independent Financial Group
86
Independent Financial Group
California
USD 341 k +USD 323 k +9,988 Nuevas
Sloy Dahl & Holst
87
Sloy Dahl & Holst
Washington
USD 337 k – – –
Benjamin Edwards Inc
88
Benjamin Edwards Inc
Missouri
USD 314 k +USD 298 k +9,213 Nuevas
Advisory Services Network
89
Advisory Services Network
Georgia
USD 296 k +USD 210 k +6,483 +297%
Verdence Capital Advisors
90
Verdence Capital Advisors
Maryland
USD 293 k +USD 278 k +8,589 Nuevas
TFS
91
Thoroughbred Financial Services
Tennessee
USD 293 k +USD 278 k +8,600 Nuevas
Commerce Advisors
92
Commerce Advisors
Tennessee
USD 280 k – – –
PlanVest Financial
93
PlanVest Financial
Maryland
USD 244 k +USD 231 k +7,144 Nuevas
Visionary Wealth Advisors
94
Visionary Wealth Advisors
Illinois
USD 244 k +USD 231 k +7,143 Nuevas
Bank of New York Mellon
95
Bank of New York Mellon
New York
USD 233 k -USD 152 k -4,687 -41%
FAG
96
Fortitude Advisory Group
Washington
USD 232 k +USD 220 k +6,806 Nuevas
Great Valley Advisor Group
97
Great Valley Advisor Group
Delaware
USD 225 k +USD 213 k +6,591 Nuevas
Wealthcare Capital Management
98
Wealthcare Capital Management
Virginia
USD 221 k +USD 209 k +6,466 Nuevas
Western Wealth Management
99
Western Wealth Management
Colorado
USD 203 k +USD 193 k +5,949 Nuevas
Partners Wealth Management
100
Partners Wealth Management
California
USD 203 k +USD 192 k +5,940 Nuevas
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