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Convergence Long/Short Equity ETF

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