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Colterpoint Net Lease Real Estate ETF
NETL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
OCPWS
1
One Charles Private Wealth Services
Massachusetts
USD 9.7 M +USD 418 k +13,384 +4%
Raymond James Financial Services Advisors
2
Raymond James Financial Services Advisors
Florida
USD 9.28 M +USD 843 k +26,956 +9%
JWS
3
Juncture Wealth Strategies
Arizona
USD 8.61 M +USD 945 k +30,224 +12%
TWM
4
TMD Wealth Management
Arizona
USD 8.13 M +USD 207 k +6,631 +2%
MinichMacGregor Wealth Management
5
MinichMacGregor Wealth Management
New York
USD 5.9 M +USD 6.24 M +199,581 Nuevas
TrinityPoint Wealth
6
TrinityPoint Wealth
Connecticut
USD 4.92 M -USD 2.16 k -69 -0%
Dynamic Advisor Solutions
7
Dynamic Advisor Solutions
Arizona
USD 4.39 M +USD 325 k +10,391 +8%
Curi Wealth Management
8
Curi Wealth Management
North Carolina
USD 4.23 M +USD 569 k +18,199 +15%
LPL Financial
9
LPL Financial
California
USD 2.6 M +USD 674 k +21,571 +33%
SWP
10
ShoreHaven Wealth Partners
New Jersey
USD 1.91 M +USD 201 k +6,415 +11%
Raymond James Trust
11
Raymond James Trust
Florida
USD 1.38 M – – –
Stratos Wealth Partners
12
Stratos Wealth Partners
Ohio
USD 1.23 M +USD 98.3 k +3,144 +8%
Continuum Advisory
13
Continuum Advisory
Idaho
USD 1.15 M +USD 43.1 k +1,378 +4%
Jane Street
14
Jane Street
New York
USD 812 k +USD 368 k +11,773 +75%
BCP
15
Blackhawk Capital Partners
Wisconsin
USD 605 k -USD 5.47 k -175 -0.8%
New England Private Wealth Advisors
16
New England Private Wealth Advisors
Massachusetts
USD 574 k +USD 291 k +9,317 +92%
Sage Mountain Advisors
17
Sage Mountain Advisors
Georgia
USD 270 k -USD 2.66 k -85 -0.9%
Kestra Advisory Services
18
Kestra Advisory Services
Texas
USD 261 k +USD 275 k +8,810 Nuevas
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
USD 236 k +USD 250 k +7,990 Nuevas
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
USD 224 k +USD 237 k +7,570 Nuevas
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 216 k -USD 9.13 k -292 -4%
Versant Capital Management
22
Versant Capital Management
Arizona
USD 212 k -USD 28.7 k -919 -11%
HighTower Advisors
23
HighTower Advisors
Illinois
USD 201 k +USD 3.16 k +101 +2%
Bank of America
24
Bank of America
North Carolina
USD 126 k +USD 133 k +4,269 Nuevas
Osaic Holdings
25
Osaic Holdings
Arizona
USD 109 k +USD 104 k +3,315 +929%
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