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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
| $67.9M | -$4.78M | -173,501 | -7% |
|
|
BW
2
Bison Wealth
Atlanta,
Georgia
| $1.41M | -$961K | -34,859 | -42% |
|
3
Goldman Sachs
New York
| $723K | +$689K | +25,000 | New |
|
4
JP Morgan Chase
New York
| $619K | +$161K | +5,854 | +38% |
|
|
CPRC
5
Consolidated Portfolio Review Corp
Woodbury,
New York
| $420K | – | – | – |
|
|
RFG
6
REAP Financial Group
Austin,
Texas
| $268K | +$256K | +9,271 | New |
|
|
KC
7
Kades & Cheifetz
Berwyn,
Pennsylvania
| $244K | – | – | – |
|
8
UBS Group
Zurich,
Switzerland
| $28.3K | +$27K | +980 | New |
|
9
Morgan Stanley
New York
| $21.1K | +$20.2K | +731 | New |
|
10
Wells Fargo
San Francisco,
California
| $3.61K | +$3.45K | +125 | New |
|
|
LF
11
Lee Financial
Dallas,
Texas
| $1.45K | – | – | – |
|
|
GS
12
GTS Securities
Miami,
Florida
| – | -$207K | -7,709 | Closed |
|