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CNAV

Mohr Company Nav ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$16.4M -$3.02M -123,349 -17%
GS
2
GTS Securities
Florida
$3.06M +$2.13M +87,033 +349%
BAM
3
Belpointe Asset Management
Nevada
$583K -$122K -4,984 -19%
FA
4
FSA Advisors
Michigan
$321K +$287K +11,746 New
UBS Group
5
UBS Group
Switzerland
$43.8K +$17.5K +717 +81%
Bank of America
6
Bank of America
North Carolina
-$2.34K -103 Closed
BCWM
7
Bartlett & Co Wealth Management
Ohio
-$818 -36 Closed