Ticker: RDFI CUSIP: 19423L722 Class: RAREVIEW DYNAMIC
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Belpointe Asset Management LLC | 626,955 | $14,991 |
| Independent Wealth Network Inc. | 214,225 | $5,122 |
| Astoria Portfolio Advisors LLC. | 116,335 | $2,851 |
| OSAIC HOLDINGS, INC. | 78,003 | $1,865 |
| Private Advisor Group, LLC | 60,894 | $1,456 |
| Cambridge Investment Research Advisors, Inc. | 38,766 | $1 |
| Integrated Wealth Concepts LLC | 24,463 | $585 |
| PUFF WEALTH MANAGEMENT, LLC | 23,133 | $555 |
| Latitude Advisors, LLC | 19,096 | $457 |
| Noble Wealth Management PBC | 7,847 | $188 |
| BlackRock, Inc. | 2,000 | $48 |
| AE Wealth Management LLC | 5 | $0 |
| MORGAN STANLEY | 1 | $0 |
| Total (13 institutions) | 1,211,723 | $28,118 |