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Simplify Managed Futures Strategy ETF
CTA

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
51
NorthCrest Asset Manangement
Minnesota
$4.93M -$473K -16,257 -9%
CW
52
CreativeOne Wealth
Kansas
$4.86M +$1.72M +59,274 +58%
MCC
53
Money Concepts Capital
Florida
$4.61M +$4.44M +152,605 New
SAM
54
Simplify Asset Management
Nevada
$4.57M +$4.4M +151,381 New
HBS
55
Howard Bailey Securities
Indiana
$4.22M +$350K +12,026 +9%
PCA
56
PMV Capital Advisers
Texas
$4.17M +$209K +7,182 +5%
FA
57
Fiduciary Alliance
South Carolina
$4.17M +$2.47M +85,105 +149%
ULWM
58
Upper Left Wealth Management
Florida
$4.02M +$405K +13,913 +12%
WC
59
Waterloo Capital
Texas
$3.9M +$3.75M +129,051 New
CCFM
60
Clear Creek Financial Management
Washington
$3.89M +$137K +4,710 +4%
CP
61
Cumberland Partners
Ontario, Canada
$3.79M +$440K +15,147 +14%
PAG
62
Private Advisor Group
New Jersey
$3.78M -$67.6K -2,325 -2%
TWM
63
TriaGen Wealth Management
California
$3.57M +$98.2K +3,379 +3%
DAS
64
Dynamic Advisor Solutions
Arizona
$3.56M +$214K +7,357 +7%
FDG
65
Financial Discovery Group
Georgia
$3.52M +$3.39M +116,557 New
WWM
66
Western Wealth Management
Colorado
$3.46M +$104K +3,567 +3%
BOSSRA
67
B.O.S.S. Retirement Advisors
Utah
$3.31M +$120K +4,130 +4%
SA
68
Sanctuary Advisors
Indiana
$3.26M +$344K +11,821 +12%
SFSG
69
Sound Financial Strategies Group
Mississippi
$3.15M +$856K +29,435 +39%
FA
70
FSA Advisors
Michigan
$3.01M -$82.6K -2,841 -3%
AWM
71
Apollon Wealth Management
South Carolina
$2.97M +$1.53M +52,791 +116%
CIM
72
Cambria Investment Management
California
$2.92M +$891K +30,658 +46%
EMAM
73
Encompass More Asset Management
California
$2.91M +$1.12M +38,502 +67%
PWA
74
Principia Wealth Advisory
Texas
$2.88M +$710K +24,408 +34%
SIM
75
Stratos Investment Management
Ohio
$2.87M -$880K -30,271 -24%
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