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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
| $66.9M | +$6.98M | +267,476 | +12% |
|
|
OFS
2
OneAscent Financial Services
Birmingham,
Alabama
| $56.9M | +$19M | +727,505 | +54% |
|
|
OWM
3
OneAscent Wealth Management
Birmingham,
Alabama
| $30.6M | +$3.56M | +136,592 | +14% |
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.9M | +$582K | +22,292 | +27% |
|
|
KAS
5
Kestra Advisory Services
Austin,
Texas
| $2.1M | +$36.7K | +1,407 | +2% |
|
|
PP
6
Patron Partners
Houston,
Texas
| $1.95M | +$1.27M | +48,588 | +212% |
|
|
RA
7
RFG Advisory
Birmingham,
Alabama
| $1.34M | +$20.3K | +778 | +2% |
|
8
UBS Group
Zurich,
Switzerland
| $766 | -$5.32K | -204 | -88% |
|
|
GS
9
GTS Securities
Miami,
Florida
| – | -$739K | -29,619 | Closed |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$15K | -598 | Closed |
|
|
EWA
11
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$14.5K | -583 | Closed |
|