CUSIP 210322830
ELEVATION SERIES TRUST
9 institutions · $10.3M total · 327,908 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | 276,984 | $9.1M | 84.47% | 2025-12-31 |
| 2 | Weaver Consulting Group | 18,094 | $591.4K | 5.51% | 2025-12-31 |
| 3 | OLD MISSION CAPITAL LLC | 15,595 | $509.7K | 4.75% | 2025-12-31 |
| 4 | Kestra Advisory Services, LLC | 4,037 | $131.9K | 1.23% | 2025-12-31 |
| 5 | ADVISOR GROUP HOLDINGS, INC. | 1,150 | $37.6K | 0.35% | 2025-12-31 |
| 6 | HARBOUR INVESTMENTS, INC. | 691 | $22.6K | 0.21% | 2025-12-31 |
| 7 | LaSalle St. Investment Advisors, LLC | 11,345 | $370 | 3.45% | 2025-12-31 |
| 8 | UBS Group AG | 6 | $196 | 0.00% | 2025-12-31 |
| 9 | AE Wealth Management LLC | 6 | $196 | 0.00% | 2025-12-31 |