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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
376
Marshall Investment Management
Colorado
$128K -$34.8K -607 -18%
MCM
377
MAI Capital Management
Ohio
$126K -$26.5K -463 -15%
Comerica Bank
378
Comerica Bank
Texas
$122K -$104K -1,807 -41%
FMP
379
Financial Management Professionals
Texas
$117K
LWCFA
380
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$116K +$97.6K +1,703 +235%
EWP
381
Elevation Wealth Partners
California
$105K
CIBC Private Wealth Group
382
CIBC Private Wealth Group
Georgia
$101K
DMIC
383
Dixon Mitchell Investment Counsel
British Columbia, Canada
$99.2K -$250K -4,364 -68%
CAWM
384
Capital A Wealth Management
Pennsylvania
$84.5K -$241K -4,205 -70%
MSWA
385
Marshall & Sterling Wealth Advisors
New York
$82.1K
CA
386
Continuum Advisory
Idaho
$79.7K
SWM
387
Spire Wealth Management
Virginia
$69.5K -$104K -1,813 -55%
MWM
388
MGB Wealth Management
Texas
$68.2K +$82.1K +1,433 New
SIC
389
Salem Investment Counselors
North Carolina
$64.2K
SSB
390
Sandy Spring Bank
Maryland
$62.3K -$52.8K -921 -41%
WTFG
391
Wood Tarver Financial Group
Idaho
$60.9K
SIS
392
Sound Income Strategies
Florida
$58.7K
BC
393
Barrett & Company
Rhode Island
$58.6K
CWM
394
Copia Wealth Management
Oregon
$58K -$3.78K -66 -5%
TLA
395
Tanglewood Legacy Advisors
Texas
$58K
CWM
396
Consultiva Wealth Management
Puerto Rico
$54.2K +$17.2K +300 +36%
FFO
397
Fortitude Family Office
Arizona
$52.3K
BHWM
398
Bay Harbor Wealth Management
Maryland
$51.1K
HFM
399
Hartford Financial Management
Connecticut
$50.8K
WPA
400
Wealth Preservation Advisors
Tennessee
$49K +$59K +1,030 New