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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
401
Pacific Sun Financial
California
$239K -$4.59K -60 -2%
FOR
402
Family Office Research
Maryland
$238K +$225K +2,946 New
RCSA
403
REYL & Cie S.A.
Switzerland
$238K +$268K +3,505 New
BAM
404
Belpointe Asset Management
Nevada
$236K +$223K +2,914 New
FCA
405
Fortis Capital Advisors
Kansas
$236K +$223K +2,914 New
EP
406
Edgestream Partners
New Jersey
$235K -$252K -3,290 -53%
MWM
407
Meadowbrook Wealth Management
New York
$235K +$219K +2,865 New
PFA
408
Pinnacle Family Advisors
Missouri
$234K +$222K +2,897 New
JDLA
409
J. Derek Lewis & Associates
California
$233K +$220K +2,877 New
RCG
410
Regatta Capital Group
California
$232K +$220K +2,875 New
RIL
411
Rothschild Investment LLC
Illinois
$230K – – –
BFS
412
Bradley Foster & Sargent
Connecticut
$228K +$216K +2,818 New
LW
413
Lauer Wealth
Indiana
$227K -$15.3K -200 -7%
CCM
414
Collar Capital Management
Wisconsin
$227K -$54.7K -715 -20%
TAM
415
Tocqueville Asset Management
New York
$226K +$214K +2,800 New
MA
416
MONECO Advisors
Connecticut
$226K +$214K +2,799 New
PNC Financial Services Group
417
PNC Financial Services Group
Pennsylvania
$226K +$111K +1,450 +108%
SPFA
418
Summit Place Financial Advisors
New Jersey
$224K +$212K +2,773 New
GSIAS
419
Garden State Investment Advisory Services
New Jersey
$223K +$211K +2,756 New
MIM
420
Marshall Investment Management
Colorado
$222K – – –
PA
421
Procyon Advisors
Connecticut
$222K +$210K +2,749 New
WE
422
Wealth Effects
Massachusetts
$216K +$204K +2,673 New
GBWM
423
Granite Bay Wealth Management
New Hampshire
$216K +$204K +2,671 New
VA
424
Vident Advisory
Georgia
$214K +$203K +2,653 New
SSCA
425
South Shore Capital Advisors
Massachusetts
$214K +$203K +2,649 New