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Global X Artificial Intelligence & Technology ETF
AIQ

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
376
Lotus Asset Management
Tennessee
$505K +$460K +7,701 New
MG
377
Mather Group
Illinois
$498K -$137K -2,303 -23%
SP
378
Successful Portfolios
Florida
$497K +$62.5K +1,048 +15%
PWA
379
PCG Wealth Advisors
Kansas
$497K +$452K +7,579 New
FFG
380
First Financial Group
North Carolina
$495K – – –
IA
381
Integrity Alliance
Iowa
$493K -$124K -2,072 -22%
PA
382
Pinnacle Associates
New York
$490K +$2.98K +50 +0.7%
DCM
383
Dudley Capital Management
Virginia
$490K +$446K +7,470 New
SCM
384
SCS Capital Management
Massachusetts
$488K – – –
TP
385
Tranquility Partners
Tennessee
$486K +$442K +7,400 New
CFP
386
Comprehensive Financial Planning
Pennsylvania
$479K -$86.2K -1,444 -17%
HIMC
387
Heritage Investors Management Corp
Maryland
$477K +$14K +235 +3%
GFG
388
Grantvest Financial Group
New Jersey
$474K +$22.9K +383 +6%
FWP
389
FAS Wealth Partners
Kansas
$474K -$239 -4 -0.1%
RSWM
390
Robertson Stephens Wealth Management
California
$471K – – –
CFG
391
Citizens Financial Group
Rhode Island
$469K +$7.46K +125 +2%
BCP
392
Berkeley Capital Partners
Georgia
$469K +$98.3K +1,647 +30%
CSA
393
Cornerstone Select Advisors
Missouri
$465K +$77.2K +1,294 +22%
HT
394
Headlands Technologies
Illinois
$465K +$423K +7,087 New
EF
395
Evanson Financial
Virginia
$464K +$422K +7,073 New
CCA
396
Conservest Capital Advisors
Pennsylvania
$462K -$21.9K -367 -5%
ATC
397
Adirondack Trust Company
New York
$459K -$3.4K -57 -0.8%
SGFG
398
Silver Grove Financial Group
New York
$459K +$417K +6,989 New
FIA
399
Foundations Investment Advisors
Arizona
$455K +$3.22K +54 +0.8%
VA
400
VestGen Advisors
Illinois
$446K +$14.5K +243 +4%
14 15
16
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