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Global X Artificial Intelligence & Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
301
Clark Wealth Partners
Illinois
$805K
HIA
302
Harbor Investment Advisory
Maryland
$800K
DIA
303
Dana Investment Advisors
Wisconsin
$799K +$227K +3,802 +45%
SFA
304
Sequoia Financial Advisors
Ohio
$797K +$9.9K +166 +1%
MSWA
305
Marshall & Sterling Wealth Advisors
New York
$789K +$89.9K +1,506 +14%
YIH
306
Y-Intercept (HK)
Hong Kong
$785K +$714K +11,959 New
GRP
307
Global Retirement Partners
California
$783K +$713K +11,942 New
BT
308
Banque Transatlantique
France
$783K +$712K +11,928 New
AF
309
Allworth Financial
California
$778K -$43.6K -731 -6%
BIG
310
Brookwood Investment Group
Arizona
$777K -$33.7K -564 -5%
AWMT
311
AAFMAA Wealth Management & Trust
North Carolina
$767K -$79.1K -1,325 -10%
PFT
312
Providence First Trust
Arizona
$759K -$401K -6,727 -37%
Nomura Asset Management
313
Nomura Asset Management
Japan
$759K
MGIA
314
Moneta Group Investment Advisors
Missouri
$749K +$203K +3,408 +43%
SFSG
315
Sound Financial Strategies Group
Mississippi
$727K +$7.4K +124 +1%
BA
316
Birinyi Associates
Connecticut
$725K
WS
317
Wedbush Securities
California
$721K -$49.2K -825 -7%
AIP
318
Ameritas Investment Partners
Nebraska
$714K -$31.4K -527 -5%
WH
319
Willner & Heller
California
$714K +$11K +185 +2%
AWA
320
Acorn Wealth Advisors
Michigan
$714K +$35.4K +594 +6%
Point72 Asset Management
321
Point72 Asset Management
Connecticut
$712K +$648K +10,856 New
FHC
322
First Horizon Corporation
Tennessee
$710K
MWM
323
Modera Wealth Management
New Jersey
$706K +$188K +3,143 +41%
CL
324
Choreo LLC
Illinois
$706K -$63.6K -1,066 -9%
HPM
325
Hudson Portfolio Management
New York
$694K +$23.9K +400 +4%