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Overlay Shares Municipal Bond ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
1
IFP Advisors
Tampa,
Florida
| $1.48M | -$252K | -11,760 | -17% |
|
|
BW
2
Bison Wealth
Atlanta,
Georgia
| $806K | +$290K | +13,527 | +59% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $255K | +$254K | +11,827 | New |
|
|
FTUS
4
Flow Traders U.S.
New York
| $246K | +$4.29K | +200 | +2% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $122K | – | – | – |
|
6
UBS Group
Zurich,
Switzerland
| $117K | +$116K | +5,400 | New |
|
|
FAM
7
Family Asset Management
Charleston,
South Carolina
| $67.2K | +$66.8K | +3,114 | New |
|
|
BAM
8
Belpointe Asset Management
Reno,
Nevada
| $18.6K | +$18.5K | +864 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $17K | +$17K | +790 | New |
|
|
ASN
10
Advisory Services Network
Atlanta,
Georgia
| $2.89K | +$2.88K | +134 | New |
|
11
AllianceBernstein
Nashville,
Tennessee
| – | -$840K | -39,981 | Closed |
|
12
HighTower Advisors
Chicago,
Illinois
| – | -$728K | -34,629 | Closed |
|
|
AWMS
13
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$66K | -3,114 | Closed |
|