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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
101
Pathstone Family Office
New Jersey
$12K -$90.9K -2,131 -89%
BCA
102
Bay Colony Advisors
Massachusetts
$8K +$7.68K +180 New
MPWT
103
MassMutual Private Wealth & Trust
Connecticut
$7.65K
VIA
104
Vantage Investment Advisors
Pennsylvania
$7K +$640 +15 +10%
FMP
105
Financial Management Professionals
Texas
$6K
Bank of America
106
Bank of America
North Carolina
$5K -$80.3K -1,882 -94%
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$5K -$37.7K -885 -89%
LC
108
Landaas & Company
Wisconsin
$5K +$4.91K +115 New
US Bancorp
109
US Bancorp
Minnesota
$3K
HCM
110
Hilton Capital Management
New York
$3K +$2.56K +60 New
SBL
111
Sargent Bickham Lagudis
Colorado
$3K +$2.56K +60 New
TWMP
112
Taylor Wealth Management Partners
Massachusetts
$1K
JWM
113
Janiczek Wealth Management
Colorado
$1K +$938 +22 New
RFA
114
Reilly Financial Advisors
California
$1K +$1.02K +24 New
ACM
115
Avalon Capital Management
California
-$1.33M -34,114 Closed
BCM
116
Bluefin Capital Management
New York
-$1.19M -30,557 Closed
FA
117
FDx Advisors
Illinois
-$1.09M -27,818 Closed
MIH
118
Meitav Investment House
Israel
-$227K -5,800 Closed
IWM
119
IHT Wealth Management
Illinois
-$44K -1,160 Closed
PWM
120
Perigon Wealth Management
California
-$23K -600 Closed
CCA
121
Clearwater Capital Advisors
Illinois
-$16K -400 Closed
JP Morgan Chase
122
JP Morgan Chase
New York
-$16K -400 Closed
APP
123
Avantax Planning Partners
Iowa
-$10K -250 Closed
BBHC
124
Brown Brothers Harriman & Co
New York
-$6K -154 Closed
SEI Investments
125
SEI Investments
Pennsylvania
-$3K -73 Closed