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Overlay Shares Hedged Large Cap Equity ETF
OVLH
OVLH
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWMS
1
Advocacy Wealth Management Services
Atlanta,
Georgia
| $67.6M | -$1.43M | -51,304 | -2% |
|
|
BW
2
Bison Wealth
Atlanta,
Georgia
| $2.24M | -$3.64M | -130,979 | -61% |
|
|
T
3
TRUADVICE
Sarasota,
Florida
| $650K | +$664K | +23,880 | New |
|
4
JP Morgan Chase
New York
| $417K | +$231K | +8,317 | +115% |
|
|
CPRC
5
Consolidated Portfolio Review Corp
Woodbury,
New York
| $389K | – | – | – |
|
|
KC
6
Kades & Cheifetz
Berwyn,
Pennsylvania
| $226K | +$235K | +8,451 | New |
|
|
GS
7
GTS Securities
Miami,
Florida
| $207K | -$437K | -15,729 | -67% |
|
|
LF
8
Lee Financial
Dallas,
Texas
| $1.34K | +$1.39K | +50 | New |
|
|
FAM
9
Family Asset Management
Charleston,
South Carolina
| – | -$173K | -6,219 | Closed |
|
10
UBS Group
Zurich,
Switzerland
| – | -$2.31K | -83 | Closed |
|