CUSIP 210322848
ELEVATION SERIES TRUST
8 institutions · $13.2M total · 395,460 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | 301,658 | $10.1M | 76.28% | 2025-12-31 |
| 2 | Weaver Consulting Group | 54,379 | $1.8M | 13.75% | 2025-12-31 |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 20,000 | $669.6K | 5.05% | 2025-12-31 |
| 4 | OLD MISSION CAPITAL LLC | 13,277 | $444.5K | 3.35% | 2025-12-31 |
| 5 | Capital Investment Advisory Services, LLC | 5,862 | $196.2K | 1.48% | 2025-12-31 |
| 6 | DHJJ Financial Advisors, Ltd. | 210 | $7.0K | 0.05% | 2025-12-31 |
| 7 | AE Wealth Management LLC | 74 | $2.5K | 0.01% | 2025-12-31 |
| 8 | Kingdom Financial Group LLC. | 0 | $3 | 0.00% | 2025-12-31 |