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Alger 35 ETF
ATFV
ATFV
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAM
1
Fred Alger Management
New York
| $11.7M | – | – | – |
|
|
CRWM
2
Castle Rock Wealth Management
Walnut Creek,
California
| $1.06M | -$418K | -16,656 | -32% |
|
|
DC
3
Davenport & Co
Richmond,
Virginia
| $594K | – | – | – |
|
|
AWM
4
Avior Wealth Management
Omaha,
Nebraska
| $484K | +$411K | +16,386 | New |
|
|
NA
5
NewEdge Advisors
New Orleans,
Louisiana
| $460K | +$390K | +15,573 | New |
|
6
UBS Group
Zurich,
Switzerland
| $447K | +$85.5K | +3,408 | +29% |
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $254K | +$216K | +8,597 | New |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $20K | +$2.41K | +96 | +17% |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $295 | – | – | – |
|
10
Morgan Stanley
New York
| $52 | – | – | – |
|
|
CIA
11
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$9.47K | -432 | Closed |
|
|
S
12
SignatureFD
Atlanta,
Georgia
| – | -$2.15K | -98 | Closed |
|