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Global X Artificial Intelligence & Technology ETF
AIQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
401
Compass Financial Services
Iowa
$438K – – –
CAP
402
Columbia Advisory Partners
Washington
$438K +$39.1K +655 +11%
SWA
403
Sightline Wealth Advisors
Connecticut
$437K -$26.6K -446 -6%
AO
404
Advisor OS
Illinois
$437K +$397K +6,656 New
MA
405
MJP Associates
Connecticut
$437K +$397K +6,656 New
MFG
406
Merit Financial Group
Georgia
$433K +$17.4K +291 +5%
LOWM
407
Laurel Oak Wealth Management
New Jersey
$432K -$70.4K -1,180 -15%
BCMLT
408
Beacon Capital Management LLC (Tennessee)
Tennessee
$426K +$388K +6,497 New
SC
409
Savant Capital
Illinois
$423K +$20K +336 +5%
CIG
410
Cascade Investment Group
Colorado
$418K +$380K +6,365 New
BCM
411
Beck Capital Management
Texas
$411K -$13.1K -219 -3%
SFG
412
Sage Financial Group
Pennsylvania
$410K – – –
SEP
413
Southland Equity Partners
Missouri
$406K – – –
MA
414
MONECO Advisors
Connecticut
$404K +$26K +435 +8%
BFWM
415
Bright Futures Wealth Management
New York
$402K -$1.01K -17 -0.3%
CFAM
416
Center For Asset Management
Florida
$401K -$39.3K -658 -10%
SFWC
417
Strategic Family Wealth Counselors
New Jersey
$399K +$363K +6,081 New
TPWM
418
Twelve Points Wealth Management
Massachusetts
$399K +$10.7K +179 +3%
LFA
419
Legacy Financial Advisors
Kentucky
$395K -$58.7K -983 -14%
TWA
420
TCI Wealth Advisors
Arizona
$388K – – –
WIA
421
World Investment Advisors
California
$388K -$218K -3,646 -30%
CNWM
422
Clay Northam Wealth Management
California
$382K +$27.4K +459 +9%
CA
423
CoreCap Advisors
Michigan
$382K – – –
HH
424
Hilltop Holdings
Texas
$379K +$344K +5,773 New
SFGP
425
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$377K +$66.2K +1,109 +24%
15 16
17
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