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RTAI

Rareview Tax Advantaged Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1
Belpointe Asset Management
Nevada
$600K -$153K -7,118 -20%
SMH
2
Sanders Morris Harris
Texas
$457K +$6.08K +283 +1%
Osaic Holdings
3
Osaic Holdings
Arizona
$263K +$150K +6,987 +130%
GS
4
GTS Securities
Florida
$200K -$202K -9,404 -50%
AWM
5
AE Wealth Management
Kansas
$4.94K +$5.01K +233 New
UBS Group
6
UBS Group
Switzerland
$4.71K +$4.6K +214 +2,675%
Morgan Stanley
7
Morgan Stanley
New York
$26 – – –