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Overlay Shares Short Term Bond ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
ACG Wealth
Atlanta,
Georgia
| $4.99M | -$379K | -16,859 | -7% |
|
2
Bison Wealth
Atlanta,
Georgia
| $3.67M | +$1.44M | +64,174 | +63% |
|
3
Sandy Spring Bank
Olney,
Maryland
| $231K | +$1.37K | +61 | +0.6% |
|
4
Arkadios Wealth Advisors
Atlanta,
Georgia
| $218K | -$298K | -13,255 | -57% |
|
5
Montag & Associates
Atlanta,
Georgia
| $10K | +$9.9K | +439 | New |
|
6
UBS Group
Zurich,
Switzerland
| $4K | +$3.89K | +173 | New |
|
7
Sound View Wealth Advisors Group
Savannah,
Georgia
| – | -$308K | -13,181 | Closed |
|
8
Fidelity Investments
Boston,
Massachusetts
| – | -$23 | -1 | Closed |
|