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Monarch ProCap Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$201M -$46.7M -1,552,245 -19%
4A
2
4Wealth Advisors
Illinois
$4.31M -$258K -8,583 -6%
Citadel Advisors
3
Citadel Advisors
Florida
$491K -$212K -7,050 -30%
RA
4
RFG Advisory
Alabama
$432K +$2.2K +73 +0.5%
LPL Financial
5
LPL Financial
California
$337K +$4.91K +163 +1%
BCM
6
Brookstone Capital Management
Illinois
$201K +$199K +6,602 New
Morgan Stanley
7
Morgan Stanley
New York
$57 +$30 +1 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
-$271K -9,086 Closed
UBS Group
9
UBS Group
Switzerland
-$21.5K -723 Closed
Raymond James Financial
10
Raymond James Financial
Florida
-$1.79K -60 Closed