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Convergence Long/Short Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OA
51
Operose Advisors
Wisconsin
$1.25M
WKSWA
52
White Knight Strategic Wealth Advisors
New Jersey
$1.23M +$1.17M +36,007 New
IAIM
53
International Assets Investment Management
Florida
$1.18M +$1.13M +34,930 New
KA
54
Kovack Advisors
Florida
$1.16M +$1.1M +34,018 New
CP
55
Castleview Partners
Texas
$1.16M +$1.1M +33,845 New
AI
56
Atria Investments
North Carolina
$1.15M +$447K +13,796 +69%
ACS
57
Archford Capital Strategies
Illinois
$1.14M
LFA
58
Legacy Financial Advisors
Kentucky
$1.11M +$1.06M +32,586 New
CPG
59
Cornerstone Planning Group
New Jersey
$1.03M +$27.4K +847 +3%
LPAM
60
Lodestar Private Asset Management
California
$988K +$99.6K +3,075 +12%
WCP
61
Wealthcare Capital Partners
Pennsylvania
$961K +$912K +28,162 New
AWA
62
Arkadios Wealth Advisors
Georgia
$960K +$910K +28,122 New
VL
63
Vima LLC
Michigan
$881K +$1.74M +53,771 New
SEIA
64
Signature Estate & Investment Advisors
California
$850K +$146K +4,503 +22%
CFD
65
Creative Financial Designs
Indiana
$824K +$782K +24,147 New
SPIA
66
Steward Partners Investment Advisory
New York
$775K +$469K +14,498 +177%
AWA
67
ARQ Wealth Advisors
Arizona
$724K +$686K +21,174 New
LSIA
68
LaSalle St. Investment Advisors
Illinois
$720K +$48.1K +1,485 +8%
FCA
69
FLC Capital Advisors
California
$629K +$596K +18,417 New
RCA
70
Runnymede Capital Advisors
Ohio
$601K +$570K +17,605 New
AWM
71
Act Wealth Management
Texas
$585K +$74.1K +2,288 +15%
AWM
72
Apollon Wealth Management
South Carolina
$584K -$939 -29 -0.2%
Brown Advisory
73
Brown Advisory
Maryland
$582K +$552K +17,054 New
CSP
74
Cary Street Partners
Virginia
$511K +$484K +14,961 New
XPN
75
XY Planning Network
Montana
$507K +$481K +14,855 New