Ticker: CNAV CUSIP: 19423L466 Class: MOHR CO NAV ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Signal Advisors Wealth, LLC | 9,731 | $301 |
| Lloyd Advisory Services, LLC. | 487 | $15 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GTS SECURITIES LLC | 19,981 | 55,286 | +35,305 (+176.7%) |
| UBS Group AG | 339 | 555 | +216 (+63.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| AE Wealth Management LLC | 522,788 | 448,184 | -74,604 (-14.3%) |
| FSA Advisors, Inc. | 11,181 | 10,977 | -204 (-1.8%) |
| ROGCO, LP | 1,089 | 545 | -544 (-50.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Belpointe Asset Management LLC | 13,900 | $421 |