We are live on ! Find out more
PAYM

TrueShares S&P Autocallable Defensive Income ETF
PAYM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$21.3M +$23.8M +970,604 New
AWA
2
Authentikos Wealth Advisory
California
$4.03M +$4.5M +183,582 New
BOSSRA
3
B.O.S.S. Retirement Advisors
Utah
$1.32M +$1.47M +60,124 New
HBS
4
Howard Bailey Securities
Indiana
$1.25M +$1.4M +57,020 New
ECA
5
Elevated Capital Advisors
Utah
$1.05M +$1.17M +47,662 New
GLR
6
Great Lakes Retirement
Ohio
$940K +$1.05M +42,830 New
FWM
7
FSR Wealth Management
Illinois
$740K +$826K +33,728 New
IWMO
8
Integrated Wealth Management (Ohio)
Ohio
$679K +$758K +30,941 New
Morgan Stanley
9
Morgan Stanley
New York
$651K +$727K +29,664 New
SW
10
SMART Wealth
Nebraska
$647K +$722K +29,465 New
LI
11
LifeWealth Investments
Florida
$561K +$626K +25,565 New
PIS
12
POM Investment Strategies
North Carolina
$555K +$619K +25,264 New
CA
13
Centennial Advisors
Texas
$485K +$541K +22,101 New
AWMI
14
Aegis Wealth Management (Iowa)
Iowa
$430K +$480K +19,610 New
EWM
15
Evolution Wealth Management
Florida
$388K +$433K +17,678 New
OWA
16
Outlook Wealth Advisors
Texas
$303K +$339K +13,817 New
KFG
17
Kingdom Financial Group
Arizona
$279K +$312K +12,716 New
LAS
18
Lloyd Advisory Services
Georgia
$279K +$312K +12,716 New
FI
19
FWG Investments
Kentucky
$265K +$295K +12,051 New
CAG
20
Csenge Advisory Group
Florida
$261K +$292K +11,900 New
FA
21
FSA Advisors
Michigan
$257K +$287K +11,717 New
NA
22
Networth Advisors
Pennsylvania
$232K +$259K +10,553 New
Q1WB
23
Quest 10 Wealth Builders
Virginia
$143K +$160K +6,530 New
JP Morgan Chase
24
JP Morgan Chase
New York
$107K +$116K +4,715 New
UBS Group
25
UBS Group
Switzerland
$15.4K +$17.2K +700 New
1
2