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Overlay Shares Core Bond ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWMS
1
Advocacy Wealth Management Services
Atlanta,
Georgia
| $92.1M | +$8.53M | +320,929 | +10% |
|
|
PMG
2
ProVise Management Group
Clearwater,
Florida
| $9.44M | +$4.59M | +172,706 | +94% |
|
|
HI
3
Horizon Investments
Charlotte,
North Carolina
| $2.48M | +$2.51M | +94,573 | New |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $588K | – | – | – |
|
|
PFS
5
Prospera Financial Services
Dallas,
Texas
| $506K | +$239K | +9,000 | +89% |
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $254K | +$255K | +9,583 | New |
|