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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
426
Register Financial Advisors
Georgia
$133K -$1.03K -27 -0.8%
FHA
427
First Horizon Advisors
Tennessee
$132K -$12.1K -316 -9%
T2I
428
Turim 21 Investimentos
Brazil
$131K – – –
CT
429
Clearstead Trust
Maine
$127K – – –
PGAM
430
Princeton Global Asset Management
New Jersey
$122K +$116K +3,017 New
SVCP
431
Silicon Valley Capital Partners
California
$117K – – –
SIS
432
Sound Income Strategies
Florida
$108K -$3.45K -90 -3%
OFG
433
Oxford Financial Group
Indiana
$106K +$1.8K +47 +2%
FFA
434
Farther Finance Advisors
California
$103K -$38.7K -1,010 -28%
CWM
435
CarsonAllaria Wealth Management
Illinois
$102K +$5.37K +140 +6%
CLOS
436
Compagnie Lombard Odier SCmA
Switzerland
$101K +$95.8K +2,500 New
FMP
437
Financial Management Professionals
Texas
$99K +$45.4K +1,184 +94%
LFG
438
Larson Financial Group
Missouri
$95.4K -$289K -7,533 -76%
TFGT
439
TS Financial Group (TSFG)
Illinois
$94K – – –
SS
440
Sunbelt Securities
Texas
$85.5K +$85.1K +2,222 New
WIM
441
Westside Investment Management
California
$84.8K -$348K -9,080 -78%
CA
442
Clearstead Advisors
Ohio
$83.2K -$638K -16,637 -89%
CFGS
443
Concourse Financial Group Securities
Alabama
$83K +$9.85K +257 +14%
BCM
444
Bourgeon Capital Management
Connecticut
$81.7K -$4.56K -119 -6%
QPBE
445
Quintet Private Bank (Europe)
Luxembourg
$76.6K +$72.7K +1,898 New
WWP
446
WR Wealth Planners
Missouri
$74.5K +$70.7K +1,846 New
HCM
447
Highlander Capital Management
New Jersey
$74K – – –
SSB
448
Sandy Spring Bank
Maryland
$71.4K – – –
WPWM
449
Western Pacific Wealth Management
Illinois
$71.2K – – –
FCA
450
Fortis Capital Advisors
Kansas
$65.4K – – –
16 17
18
19 20