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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
526
F.L. Putnam Investment Management
Massachusetts
$405K +$41.5K +356 +13%
MC
527
Matisse Capital
Oregon
$404K +$360K +3,090 New
BBVA
528
Banco Bilbao Vizcaya Argentaria
Spain
$399K +$385K +3,300 New
VC
529
Veracity Capital
Georgia
$393K -$205K -1,755 -37%
KFP
530
KB Financial Partners
New Jersey
$393K -$84.5K -725 -19%
MWM
531
Moulton Wealth Management
Washington
$390K -$225K -1,929 -39%
IAN
532
Integrated Advisors Network
Texas
$387K -$1.5M -12,901 -81%
NFC
533
Northeast Financial Consultants
Connecticut
$383K -$472K -4,049 -58%
IC
534
Intersect Capital
California
$383K -$18.4K -158 -5%
GC
535
Grimes & Company
Massachusetts
$383K +$14.8K +127 +5%
GWM
536
Greenwich Wealth Management
Connecticut
$382K -$329K -2,823 -49%
DA
537
DCM Advisors
New York
$382K +$22.6K +194 +7%
ECM
538
EagleClaw Capital Management
Massachusetts
$380K -$50.4K -432 -13%
CFP
539
Curran Financial Partners
South Carolina
$377K +$336K +2,883 New
RCAG
540
Rehmann Capital Advisory Group
Michigan
$376K +$5.36K +46 +2%
ICG
541
InterOcean Capital Group
Tennessee
$375K +$334K +2,865 New
FANJ
542
Financial Architects (New Jersey)
New Jersey
$369K -$94.5K -811 -22%
S
543
SignatureFD
Georgia
$368K +$57.7K +495 +21%
TW
544
TrinityPoint Wealth
Connecticut
$362K -$437K -3,750 -58%
AWM
545
Aprio Wealth Management
Georgia
$361K +$322K +2,760 New
MFG
546
Magnus Financial Group
New York
$357K -$37.6K -323 -11%
KFGK
547
Keystone Financial Group (Kentucky)
Kentucky
$355K +$35.6K +305 +13%
PIA
548
Powell Investment Advisors
Florida
$354K +$291K +2,500 +1,190%
JEST
549
JTC Employer Solutions Trustee
Jersey
$354K +$316K +2,709 New
HB
550
Homrich & Berg
Georgia
$350K +$95.5K +819 +44%