CUSIP 210322871
ELEVATION SERIES TRUST
10 institutions · $11.5M total · 312,230 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | 243,443 | $9.2M | 77.96% | 2025-12-31 |
| 2 | AE Wealth Management LLC | 20,190 | $760.1K | 6.46% | 2025-12-31 |
| 3 | OLD MISSION CAPITAL LLC | 19,608 | $738.1K | 6.27% | 2025-12-31 |
| 4 | Weaver Consulting Group | 17,300 | $651.3K | 5.54% | 2025-12-31 |
| 5 | HARBOUR INVESTMENTS, INC. | 1,615 | $61.3K | 0.51% | 2025-12-31 |
| 6 | Capital Investment Advisory Services, LLC | 1,375 | $51.8K | 0.44% | 2025-12-31 |
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,000 | $37.6K | 0.32% | 2025-12-31 |
| 8 | UBS Group AG | 864 | $32.5K | 0.27% | 2025-12-31 |
| 9 | Aptus Capital Advisors, LLC | 500 | $18.8K | 0.16% | 2025-12-31 |
| 10 | WEDBUSH SECURITIES INC | 6,335 | $242 | 2.02% | 2025-09-30 |