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Alexis Practical Tactical ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1
Alexis Investment Partners
Texas
$79.9M +$2.37M +78,035 +3%
ISWM
2
Independent Solutions Wealth Management
New York
$10.9M +$1.08M +35,695 +11%
SFS
3
Sowell Financial Services
Arkansas
$4.08M
NWM
4
Napa Wealth Management
California
$498K +$515K +16,998 New
UBS Group
5
UBS Group
Switzerland
$70.8K +$69.8K +2,301 +1,984%
RWM
6
Rockwood Wealth Management
Pennsylvania
-$269K -8,703 Closed