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Convergence Long/Short Equity ETF
CLSE
CLSE
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RP
1
Riverwater Partners
Milwaukee,
Wisconsin
| $11.7M | +$184K | +10,969 | +2% |
|
2
Creative Planning
Overland Park,
Kansas
| $4.56M | +$4.49M | +267,484 | New |
|
|
FHA
3
Flagship Harbor Advisors
Boston,
Massachusetts
| $2.92M | +$2.87M | +170,949 | New |
|
4
Mariner
Overland Park,
Kansas
| $1.74M | -$24K | -1,429 | -1% |
|
5
LPL Financial
San Diego,
California
| $410K | -$7.5K | -447 | -2% |
|
|
BAM
6
Belpointe Asset Management
Reno,
Nevada
| $268K | +$264K | +15,736 | New |
|
|
PA
7
Parallel Advisors
San Francisco,
California
| $3.55K | – | – | – |
|
8
UBS Group
Zurich,
Switzerland
| $426 | -$7.52K | -448 | -95% |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| – | -$211K | -13,032 | Closed |
|