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FundX ETF
XCOR
XCOR
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $53.6M | -$6.96M | -103,012 | -12% |
|
2
Creative Planning
Overland Park,
Kansas
| $987K | – | – | – |
|
|
GS
3
GTS Securities
Miami,
Florida
| $583K | -$1.42M | -21,048 | -73% |
|
|
AG
4
AlTi Global
New York
| $532K | – | – | – |
|
|
AIA
5
AIMZ Investment Advisors
Los Altos,
California
| $238K | – | – | – |
|
|
MCM
6
MAI Capital Management
Independence,
Ohio
| $211K | – | – | – |
|
|
TIM
7
Total Investment Management
Scottsdale,
Arizona
| $87.3K | +$80.6K | +1,193 | New |
|
8
UBS Group
Zurich,
Switzerland
| $42.8K | +$39.5K | +585 | New |
|
9
Morgan Stanley
New York
| $27.7K | – | – | – |
|
|
AF
10
Allworth Financial
Folsom,
California
| $21.2K | +$19.6K | +290 | New |
|
11
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $19.5K | -$34.3K | -507 | -66% |
|
|
FAT
12
First American Trust
Santa Ana,
California
| – | -$398K | -6,089 | Closed |
|
13
Osaic Holdings
Scottsdale,
Arizona
| – | -$44.5K | -680 | Closed |
|