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Adaptive Core ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AE Wealth Management
1
AE Wealth Management
Kansas
$3.97M -$56.3K -1,907 -2%
FSA Advisors
2
FSA Advisors
Michigan
$206K +$177K +5,986 New
Key Capital Management
3
Key Capital Management
Tennessee
$27.5K – – –
Lloyd Advisory Services
4
Lloyd Advisory Services
Georgia
$3.36K +$2.89K +98 New
Morgan Stanley
5
Morgan Stanley
New York
$1.93K +$1.62K +55 +5,500%
Mosley Wealth Management
6
Mosley Wealth Management
California
$206 – – –
GTS Securities
7
GTS Securities
Florida
– -$319K -13,527 Closed
UBS Group
8
UBS Group
Switzerland
– -$2.6K -110 Closed