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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 210322863

ELEVATION SERIES TRUST

13 institutions · $15.0M total · 436,660 shares

#ManagerSharesValue% of TotalPeriod
1TrueMark Investments, LLC273,363$9.4M62.60%2025-12-31
2Mid-American Wealth Advisory Group, Inc.60,684$2.1M13.89%2025-12-31
3Weaver Consulting Group52,971$1.8M12.13%2025-12-31
4OLD MISSION CAPITAL LLC21,892$750.3K5.01%2025-12-31
5Elevated Capital Advisors, LLC16,593$568.7K3.79%2025-12-31
6WOLVERINE TRADING, LLC6,608$229.3K1.51%2025-09-30
7WELLS FARGO & COMPANY/MN1,791$61.4K0.41%2025-12-31
8Capital Investment Advisory Services, LLC1,426$48.9K0.32%2025-12-31
9AE Wealth Management LLC663$22.7K0.15%2025-12-31
10DHJJ Financial Advisors, Ltd.320$11.0K0.07%2025-12-31
11HARBOUR INVESTMENTS, INC.300$10.3K0.06%2025-12-31
12Lloyd Advisory Services, LLC.29$9790.00%2025-12-31
13UBS Group AG20$6860.00%2025-12-31