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Coastal Compass 100 ETF
ROPE
ROPE
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Strategic Wealth Investment Group
Louisville,
Kentucky
| $3.76M | +$955K | +32,824 | +35% |
|
2
Safe Harbor Fiduciary
Pensacola,
Florida
| $2.7M | +$400K | +13,736 | +18% |
|
3
Envestnet Portfolio Solutions
Chicago,
Illinois
| $813K | -$428K | -14,713 | -35% |
|
4
Wells Fargo
San Francisco,
California
| $8.41K | +$8.24K | +283 | New |
|
5
JP Morgan Chase
New York
| $238 | +$233 | +8 | New |
|
6
Citadel Advisors
Miami,
Florida
| – | -$254K | -8,996 | Closed |
|
7
UBS Group
Zurich,
Switzerland
| – | -$6.03K | -214 | Closed |
|