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OneAscent Large Cap Core ETF
OALC
OALC
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
1
Atria Investments
Charlotte,
North Carolina
| $29M | -$24.9M | -1,149,680 | -47% |
|
|
OWM
2
OneAscent Wealth Management
Birmingham,
Alabama
| $15.3M | -$11.9M | -549,287 | -44% |
|
|
OFS
3
OneAscent Financial Services
Birmingham,
Alabama
| $13.7M | -$9.78M | -452,175 | -42% |
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.02M | -$425K | -19,640 | -30% |
|
|
RA
5
RFG Advisory
Birmingham,
Alabama
| $572K | +$21.1K | +978 | +4% |
|
|
OCFG
6
O'Connor Financial Group
Quincy,
Illinois
| $513K | +$502K | +23,232 | New |
|
7
Citadel Advisors
Miami,
Florida
| $399K | +$391K | +18,093 | New |
|
|
EWA
8
EverSource Wealth Advisors
Birmingham,
Alabama
| $22.6K | +$22.1K | +1,022 | New |
|
9
Rockefeller Capital Management
New York
| – | -$163K | -7,958 | Closed |
|
10
UBS Group
Zurich,
Switzerland
| – | -$27K | -1,316 | Closed |
|