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Simplify US Equity PLUS GBTC ETF
SPBC
SPBC
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
1
SFG Wealth Management
Towson,
Maryland
| $6.02M | +$4.15M | +133,968 | +304% |
|
|
PAG
2
Private Advisor Group
Morristown,
New Jersey
| $3.48M | +$3.19M | +102,774 | New |
|
|
TCWM
3
Total Clarity Wealth Management
St. Charles,
Illinois
| $1.7M | +$1.55M | +50,121 | New |
|
4
LPL Financial
San Diego,
California
| $1.19M | +$1.09M | +35,293 | New |
|
|
WAM
5
Worth Asset Management
Dallas,
Texas
| $692K | -$915K | -29,499 | -59% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $486K | -$338K | -10,898 | -43% |
|
7
Envestnet Asset Management
Chicago,
Illinois
| $438K | +$48.5K | +1,565 | +14% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | +$17K | +547 | New |
|
|
PTC
9
Private Trust Company
Cleveland,
Ohio
| $6.76K | +$6.2K | +200 | New |
|
10
UBS Group
Zurich,
Switzerland
| $3.04K | -$93 | -3 | -3% |
|
|
TC
11
Truvestments Capital
Sarasota,
Florida
| $572 | – | – | – |
|
12
Morgan Stanley
New York
| $50 | +$31 | +1 | New |
|
13
Bank of America
Charlotte,
North Carolina
| – | -$57 | -2 | Closed |
|