We are live on ! Find out more
RISR icon

FolioBeyond Alternative Income and Interest Rate Hedge ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
BlackDiamond Wealth Management
New York
$554K +$17.5K +476 +3%
BFA
27
Beaumont Financial Advisors
Massachusetts
$445K -$220K -5,987 -33%
MML Investors Services
28
MML Investors Services
Massachusetts
$417K +$105K +2,870 +33%
Level Four Advisory Services
29
Level Four Advisory Services
Texas
$377K +$39.1K +1,067 +11%
Private Advisor Group
30
Private Advisor Group
New Jersey
$341K +$349K +9,523 New
OBWG
31
Onyx Bridge Wealth Group
New York
$266K – – –
MA
32
Mutual Advisors
Nebraska
$257K +$7.99K +218 +3%
Morgan Stanley
33
Morgan Stanley
New York
$117K – – –
CoreCap Advisors
34
CoreCap Advisors
Michigan
$65.6K +$28.7K +782 +75%
TAM
35
Tucker Asset Management
Colorado
$38.7K +$39.6K +1,079 New
Principal Securities
36
Principal Securities
Iowa
$37.7K +$9.2K +251 +31%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$33K +$33.4K +910 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$30.4K -$9.9K -270 -24%
NWMP
39
Noble Wealth Management PBC
Colorado
$17.9K +$18.3K +500 New
Advisory Services Network
40
Advisory Services Network
Georgia
$7.53K +$7.7K +210 New
Jones Financial Companies
41
Jones Financial Companies
Missouri
$3.75K +$3.81K +104 New
CAM
42
Creekmur Asset Management
Illinois
$1.43K – – –
Spire Wealth Management
43
Spire Wealth Management
Virginia
$519 – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$36 +$37 +1 New
Wells Fargo
45
Wells Fargo
California
$34 +$37 +1 New
IA
46
Inspire Advisors
Idaho
– -$1.22M -33,326 Closed
Belpointe Asset Management
47
Belpointe Asset Management
Nevada
– -$927K -25,345 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$880K -24,069 Closed
EA
49
Ergawealth Advisors
Illinois
– -$671K -18,347 Closed
Allworth Financial
50
Allworth Financial
California
– -$80.5K -2,200 Closed