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Overlay Shares Municipal Bond ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $21.9M | +$2.57M | +118,368 | +13% |
|
|
IA
2
IFP Advisors
Tampa,
Florida
| $1.1M | +$1.02K | +47 | +0.1% |
|
|
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $403K | -$203K | -9,341 | -33% |
|
4
MML Investors Services
Springfield,
Massachusetts
| $286K | +$47.7K | +2,201 | +20% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $250K | +$37.4K | +1,724 | +17% |
|
6
Raymond James Financial
St Petersburg,
Florida
| $247K | +$250K | +11,519 | New |
|
7
Cetera Investment Advisers
Schaumburg,
Illinois
| $208K | – | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $40.1K | -$10.6K | -490 | -21% |
|
|
SIS
9
Sound Income Strategies
Ft Lauderdale,
Florida
| $10.8K | – | – | – |
|
|
EWM
10
Evolution Wealth Management
Fort Myers,
Florida
| $10.5K | – | – | – |
|
11
UBS Group
Zurich,
Switzerland
| $5.53K | +$1.82K | +84 | +48% |
|
12
Morgan Stanley
New York
| $41 | -$22 | -1 | -50% |
|
|
KAS
13
Kestra Advisory Services
Austin,
Texas
| – | -$20.3K | -944 | Closed |
|