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Overlay Shares Core Bond ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $18M | +$18.5M | +887,833 | New |
|
2
HighTower Advisors
Chicago,
Illinois
| $9.72M | +$161K | +7,739 | +2% |
|
|
BW
3
Bison Wealth
Atlanta,
Georgia
| $9.29M | +$4.19M | +201,124 | +78% |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $1.55M | +$37.3K | +1,792 | +2% |
|
|
SSB
5
Sandy Spring Bank
Olney,
Maryland
| $532K | +$126K | +6,066 | +30% |
|
|
RFG
6
REAP Financial Group
Austin,
Texas
| $417K | -$38.7K | -1,855 | -8% |
|
|
BCI
7
Brinker Capital Investments
Berwyn,
Pennsylvania
| $374K | +$386K | +18,502 | New |
|
|
OPS
8
Orion Portfolio Solutions
Omaha,
Nebraska
| $374K | +$386K | +18,502 | New |
|
9
UBS Group
Zurich,
Switzerland
| $24.3K | +$25K | +1,200 | New |
|
10
Morgan Stanley
New York
| $8.11K | – | – | – |
|
|
CIA
11
Cape Investment Advisory
Mcdonough,
Georgia
| $7.08K | – | – | – |
|
12
JP Morgan Chase
New York
| $5K | -$192K | -9,190 | -97% |
|
|
NC
13
NewSquare Capital
Newtown Square,
Pennsylvania
| $121 | +$125 | +6 | New |
|
|
OMC
14
Old Mission Capital
Chicago,
Illinois
| – | -$526K | -24,369 | Closed |
|