We are live on ! Find out more
CLSE icon

Convergence Long/Short Equity ETF
CLSE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMS
26
Cannon Wealth Management Services
North Carolina
$521K +$490K +19,999 New
HCA
27
Heck Capital Advisors
Wisconsin
$521K – – –
AWM
28
Apollon Wealth Management
South Carolina
$428K +$184K +7,500 +84%
LPAM
29
Lodestar Private Asset Management
California
$425K +$25K +1,018 +7%
SA
30
Sanctuary Advisors
Indiana
$401K +$32.5K +1,327 +9%
SPC
31
Sigma Planning Corp
Michigan
$388K – – –
RIA
32
Regal Investment Advisors
Michigan
$290K +$273K +11,155 New
AWM
33
Act Wealth Management
Texas
$277K +$261K +10,633 New
EH
34
Equitable Holdings
New York
$267K +$252K +10,266 New
AFP
35
Ausdal Financial Partners
Iowa
$265K +$249K +10,175 New
SDH
36
Sloy Dahl & Holst
Washington
$257K +$5.03K +205 +2%
QCM
37
Quantinno Capital Management
New York
$228K +$214K +8,738 New
FWWM
38
Fiscal Wisdom Wealth Management
Connecticut
$227K +$216K +8,823 New
Bank of New York Mellon
39
Bank of New York Mellon
New York
$227K – – –
MML Investors Services
40
MML Investors Services
Massachusetts
$211K +$199K +8,098 New
AWM
41
Able Wealth Management
New Jersey
$207K +$195K +7,954 New
GPW
42
Genesis Private Wealth
Virginia
$203K +$191K +7,778 New
AF
43
Allworth Financial
California
$142K – – –
ASN
44
Advisory Services Network
Georgia
$40.5K +$38.1K +1,555 New
AP
45
Advisors Preferred
Maryland
$38.9K +$36.5K +1,488 New
PTC
46
Private Trust Company
Ohio
$16.2K – – –
AAP
47
Arax Advisory Partners
Colorado
$15.3K +$14.4K +588 New
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$11.2K +$10.5K +430 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$9.24K +$8.7K +355 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$9K – – –
1
2
3