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Convergence Long/Short Equity ETF
CLSE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1
Mainstay Capital Management
Michigan
$58.2M +$10.3M +443,713 +21%
LPL Financial
2
LPL Financial
California
$16.5M +$6.44M +278,036 +63%
RP
3
Riverwater Partners
Wisconsin
$13M -$85.1K -3,672 -0.6%
FHA
4
Flagship Harbor Advisors
Massachusetts
$12.2M +$466K +20,113 +4%
CCA
5
Cottonwood Capital Advisors
Utah
$7.56M +$251K +10,820 +3%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.55M +$4.6M +198,453 New
GLA
7
Good Life Advisors
Pennsylvania
$3.66M +$645K +27,844 +21%
Creative Planning
8
Creative Planning
Kansas
$3.35M +$48.7K +2,103 +1%
Mariner
9
Mariner
Kansas
$2.25M -$19.8K -856 -0.9%
IWC
10
Integrated Wealth Concepts
Massachusetts
$1.94M +$1.96M +84,539 New
PSCM
11
Per Stirling Capital Management
Texas
$1.82M +$874K +37,736 +90%
SPC
12
Sigma Planning Corp
Michigan
$1.78M -$304K -13,130 -14%
AWM
13
Accurate Wealth Management
Florida
$1.7M +$1.34M +57,842 +358%
BAM
14
Belpointe Asset Management
Nevada
$1.21M -$2.08K -90 -0.2%
ACS
15
Archford Capital Strategies
Illinois
$1.08M +$66.7K +2,877 +6%
HCA
16
Heck Capital Advisors
Wisconsin
$916K +$926K +39,982 New
SI
17
Stephens Inc
Arkansas
$834K +$844K +36,418 New
SWM
18
SeaCrest Wealth Management
New York
$816K +$402K +17,332 +95%
RL
19
Retireful LLC
Michigan
$774K +$783K +33,787 New
UBS Group
20
UBS Group
Switzerland
$748K – – –
CSP
21
Cary Street Partners
Virginia
$747K +$755K +32,602 New
GGV
22
GG Group Ventures
Florida
$693K +$170K +7,355 +32%
EH
23
Equitable Holdings
New York
$655K +$302K +13,032 +84%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$638K +$424K +18,308 +192%
IWS
25
Insight Wealth Strategies
California
$616K +$623K +26,887 New
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