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Renaissance IPO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
MAI Capital Management
Ohio
$4.36K +$4.49K +100 New
BBPWM
52
Blue Bell Private Wealth Management
Pennsylvania
$4.36K
PWA
53
Physician Wealth Advisors
Utah
$3.84K +$3.95K +88 New
HI
54
Harbour Investments
Wisconsin
$3.31K
IRC
55
Investors Research Corp
Georgia
$2.53K
MWA
56
Medallion Wealth Advisors
Connecticut
$2.18K +$2.25K +50 New
JP Morgan Chase
57
JP Morgan Chase
New York
$2.18K +$2.25K +50 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$2.18K +$2.25K +50 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$2K
CAS
60
Coppell Advisory Solutions
Texas
$1.63K
PS
61
Principal Securities
Iowa
$1.09K -$1.12K -25 -50%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$1.05K -$3.82K -85 -78%
GFPC
63
Global Financial Private Client
Florida
$436 +$449 +10 New
PFG
64
Putney Financial Group
California
$436 +$449 +10 New
DF
65
Dunhill Financial
United Kingdom
$294
BWL
66
Bogart Wealth LLC
Virginia
$87 +$90 +2 New
MSWA
67
Marshall & Sterling Wealth Advisors
New York
$87 +$90 +2 New
Wells Fargo
68
Wells Fargo
California
$39
SEP
69
Southland Equity Partners
Missouri
-$276K -6,438 Closed
JIP
70
Jaffetilchin Investment Partners
Florida
-$120K -2,789 Closed
FFA
71
Farther Finance Advisors
California
-$104K -2,418 Closed
MM
72
Main Management
California
-$7K -158 Closed
IAIM
73
International Assets Investment Management
Florida
-$3.94K -92 Closed
SPIA
74
Steward Partners Investment Advisory
New York
-$429 -10 Closed