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ARK Autonomous Technology & Robotics ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
Montag & Associates
Georgia
$23K +$19.7K +298 New
PWA
152
Phoenix Wealth Advisors
North Carolina
$23K +$19.8K +300 New
TWM
153
Tradition Wealth Management
Minnesota
$21K +$17.8K +269 New
AWM
154
Avondale Wealth Management
Texas
$21K +$18.2K +275 New
AA
155
AlphaMark Advisors
Kentucky
$19K
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$19K
CFD
157
Creative Financial Designs
Indiana
$17K +$13.2K +200 +1,111%
BW
158
Bison Wealth
Georgia
$16K
CAGAS
159
Capital Advisory Group Advisory Services
Minnesota
$15K +$11.2K +170 +708%
WT
160
Washington Trust
Rhode Island
$13K +$11.2K +170 New
BDWM
161
Brewin Dolphin Wealth Management
Ireland
$11.4K +$9.92K +150 New
GWMIA
162
Global Wealth Management Investment Advisory
Florida
$11K +$9.19K +139 New
BWM
163
Baystate Wealth Management
Massachusetts
$11K +$9.46K +143 New
IFAM
164
Institutional & Family Asset Management
Colorado
$11K +$9.92K +150 New
SIAP
165
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K +$8.27K +125 New
CWM
166
Curi Wealth Management
North Carolina
$10K +$8.73K +132 New
FPW
167
Flagship Private Wealth
Massachusetts
$9.05K +$6.68K +101 New
1IA
168
1834 Investment Advisors
Wisconsin
$7K
FMP
169
Financial Management Professionals
Texas
$7K
CT
170
Caldwell Trust
Florida
$5.72K +$4.96K +75 New
NFSG
171
Newbridge Financial Services Group
Florida
$4K +$3.17K +48 New
CAAS
172
Capital Asset Advisory Services
Michigan
$4K +$3.31K +50 New
LWM
173
Liberty Wealth Management
California
$3K
JFA
174
JNBA Financial Advisors
Minnesota
$2K
FWM
175
Focused Wealth Management
New York
$2K +$1.92K +29 New