COLLABORATIVE INVESTMNT SER

Ticker: RULE CUSIP: 19423L581 Class: ADAPTIVE CORE

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
AE Wealth Management LLC121,198$2,778
GTS SECURITIES LLC24,056$551
ROGCO, LP580$13
BANK OF AMERICA CORP /DE/146$3
Lloyd Advisory Services, LLC.85$2
UBS Group AG7$0
MORGAN STANLEY1$0
Total (7 institutions)146,073$3,349