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Overlay Shares Short Term Bond ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $36.9M | +$37.6M | +1,681,661 | New |
|
|
HF
2
Holcombe Financial
Atlanta,
Georgia
| $11M | +$11.2M | +499,494 | New |
|
|
BW
3
Bison Wealth
Atlanta,
Georgia
| $7.1M | +$4.51M | +201,979 | +166% |
|
4
JP Morgan Chase
New York
| $1.4M | +$1.36M | +60,932 | +2,298% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $758K | +$522K | +23,352 | +209% |
|
|
RFG
6
REAP Financial Group
Austin,
Texas
| $337K | -$31.5K | -1,409 | -8% |
|
|
BCI
7
Brinker Capital Investments
Berwyn,
Pennsylvania
| $327K | +$333K | +14,911 | New |
|
|
OPS
8
Orion Portfolio Solutions
Omaha,
Nebraska
| $327K | +$333K | +14,911 | New |
|
|
SSB
9
Sandy Spring Bank
Olney,
Maryland
| $172K | +$2.99K | +134 | +2% |
|
|
AWM
10
AE Wealth Management
Topeka,
Kansas
| $51.4K | +$52.3K | +2,343 | New |
|
|
BWA
11
BlueChip Wealth Advisors
Milton,
Georgia
| – | -$468K | -20,501 | Closed |
|
12
Mercer Global Advisors
Denver,
Colorado
| – | -$332K | -14,559 | Closed |
|
13
UBS Group
Zurich,
Switzerland
| – | -$2.4K | -105 | Closed |
|
14
Morgan Stanley
New York
| – | -$23 | -1 | Closed |
|