CUSIP 210322855
ELEVATION SERIES TRUST
13 institutions · $14.6M total · 389,065 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | 256,124 | $9.6M | 65.83% | 2025-12-31 |
| 2 | Weaver Consulting Group | 102,620 | $3.8M | 26.37% | 2025-12-31 |
| 3 | Elevated Capital Advisors, LLC | 12,352 | $462.1K | 3.17% | 2025-12-31 |
| 4 | OLD MISSION CAPITAL LLC | 11,682 | $437.0K | 3.00% | 2025-12-31 |
| 5 | HARBOUR INVESTMENTS, INC. | 2,498 | $93.5K | 0.64% | 2025-12-31 |
| 6 | ADVISOR GROUP HOLDINGS, INC. | 1,250 | $46.8K | 0.32% | 2025-12-31 |
| 7 | SRS Capital Advisors, Inc. | 1,194 | $44.7K | 0.30% | 2025-12-31 |
| 8 | AE Wealth Management LLC | 576 | $21.6K | 0.14% | 2025-12-31 |
| 9 | DHJJ Financial Advisors, Ltd. | 410 | $15.3K | 0.10% | 2025-12-31 |
| 10 | Aptus Capital Advisors, LLC | 207 | $7.7K | 0.05% | 2025-12-31 |
| 11 | Capital Investment Advisory Services, LLC | 93 | $3.5K | 0.02% | 2025-12-31 |
| 12 | Lloyd Advisory Services, LLC. | 32 | $1.2K | 0.00% | 2025-12-31 |
| 13 | UBS Group AG | 27 | $1.0K | 0.00% | 2025-12-31 |