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Overlay Shares Short Term Bond ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
ACG Wealth
Atlanta,
Georgia
| $4.57M | -$165K | -7,468 | -3% |
|
2
Bison Wealth
Atlanta,
Georgia
| $3.45M | -$23.3K | -1,055 | -0.6% |
|
3
Envestnet Asset Management
Chicago,
Illinois
| $1.17M | +$1.23M | +55,708 | New |
|
4
Old Mission Capital
Chicago,
Illinois
| $261K | +$273K | +12,395 | New |
|
5
Sandy Spring Bank
Olney,
Maryland
| $220K | +$1.52K | +69 | +0.7% |
|
6
Fidelity Investments
Boston,
Massachusetts
| $21 | +$22 | +1 | New |
|
7
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$218K | -9,840 | Closed |
|
8
Montag & Associates
Atlanta,
Georgia
| – | -$10K | -439 | Closed |
|
9
UBS Group
Zurich,
Switzerland
| – | -$4K | -173 | Closed |
|