Ticker: RTAI CUSIP: 19423L714 Class: RAREVIEW TAX ADV
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Belpointe Asset Management LLC | 37,633 | $799 |
| GTS SECURITIES LLC | 13,842 | $294 |
| OSAIC HOLDINGS, INC. | 5,395 | $115 |
| Sound Income Strategies, LLC | 506 | $11 |
| UBS Group AG | 334 | $7 |
| SageView Advisory Group, LLC | 104 | $2 |
| MORGAN STANLEY | 1 | $0 |
| Total (7 institutions) | 57,815 | $1,228 |