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Overlay Shares Municipal Bond ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $20.7M | +$2.42M | +114,542 | +14% |
|
|
IA
2
IFP Advisors
Tampa,
Florida
| $1.11M | -$162K | -7,659 | -13% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $303K | -$180K | -8,504 | -38% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $76.9K | +$275 | +13 | +0.4% |
|
5
Morgan Stanley
New York
| $25.2K | +$24.6K | +1,165 | +58,250% |
|
6
UBS Group
Zurich,
Switzerland
| $18.9K | -$2.81K | -133 | -13% |
|
|
SIS
7
Sound Income Strategies
Ft Lauderdale,
Florida
| $10.7K | +$10.6K | +502 | New |
|
|
EWM
8
Evolution Wealth Management
Fort Myers,
Florida
| $10.6K | – | – | – |
|
|
SJGA
9
Stephen J. Garry & Associates
Garden City,
New York
| – | -$268K | -12,700 | Closed |
|
10
Envestnet Asset Management
Chicago,
Illinois
| – | -$210K | -9,971 | Closed |
|