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Global X Artificial Intelligence & Technology ETF
AIQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
301
Creative Financial Designs
Indiana
$445K +$39.2K +772 +10%
SIA
302
Soltis Investment Advisors
Utah
$443K +$442K +8,702 New
QCM
303
Quantinno Capital Management
New York
$440K +$208K +4,095 +90%
FCM
304
Fell Capital Management
California
$431K +$431K +8,481 New
CWP
305
Core Wealth Partners
California
$422K – – –
RSWM
306
Robertson Stephens Wealth Management
California
$421K +$420K +8,268 New
FFL
307
Financial Freedom LLC
Ohio
$420K – – –
BIG
308
Brooklyn Investment Group
New York
$419K +$413K +8,130 New
AWA
309
Acorn Wealth Advisors
Michigan
$417K +$202K +3,979 +94%
SG
310
StoneX Group
New York
$416K +$415K +8,165 New
MAM
311
Madison Asset Management
Wisconsin
$416K – – –
DWP
312
Daymark Wealth Partners
Ohio
$413K +$413K +8,130 New
AC
313
Avestar Capital
New York
$411K -$30.5K -600 -7%
CFP
314
Comprehensive Financial Planning
Pennsylvania
$410K +$25.5K +501 +7%
DIA
315
Dana Investment Advisors
Wisconsin
$399K +$54.8K +1,078 +16%
IWC
316
Integrated Wealth Concepts
Massachusetts
$398K -$3.04M -59,877 -88%
WCM
317
WealthBridge Capital Management
Ohio
$398K +$107K +2,100 +37%
WCA
318
Westover Capital Advisors
Delaware
$385K +$406 +8 +0.1%
FFG
319
First Financial Group
North Carolina
$384K – – –
SS
320
Sunbelt Securities
Texas
$379K -$27.7K -545 -7%
FFG
321
Fortune Financial Group
Florida
$371K +$361K +7,098 New
RW
322
REDW Wealth
New Mexico
$370K -$6.91K -136 -2%
PA
323
Pinnacle Associates
New York
$368K +$75.2K +1,480 +26%
FWP
324
FAS Wealth Partners
Kansas
$367K – – –
MGIA
325
Moneta Group Investment Advisors
Missouri
$362K -$14.9K -293 -4%
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13
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