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Global X Robotics & Artificial Intelligence ETF
BOTZ

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
276
NWAM LLC
Washington
$252K +$253K +6,641 New
SG
277
StoneX Group
New York
$250K +$250K +6,565 New
FOR
278
Family Office Research
Maryland
$247K -$10.6K -278 -4%
IWA
279
Invera Wealth Advisors
Oregon
$246K +$12.4K +326 +5%
VA
280
Valmark Advisers
Ohio
$243K -$149K -3,915 -38%
BHPW
281
Beverly Hills Private Wealth
California
$242K – – –
RWB
282
RMR Wealth Builders
New Jersey
$239K -$3.81K -100 -2%
PWM
283
Perigon Wealth Management
California
$239K – – –
QFPS
284
Quantum Financial Planning Services
Washington
$234K – – –
XT
285
XTX Topco
Cayman Islands
$234K +$235K +6,170 New
SFG
286
Stonebridge Financial Group
California
$234K +$235K +6,175 New
CFCI
287
Comprehensive Financial Consultants Institutional
Indiana
$233K +$234K +6,152 New
IWM
288
IMG Wealth Management
Florida
$232K -$16.3K -428 -7%
FFG
289
Forum Finance Group
$232K +$72.3K +1,900 +33%
AC
290
Anson Capital
Georgia
$226K -$29K -763 -11%
VPF
291
Vantage Point Financial
Illinois
$226K -$18.6K -488 -8%
IAS
292
Insigneo Advisory Services
Florida
$222K +$222K +5,844 New
MWM
293
Maridea Wealth Management
New York
$220K +$221K +5,798 New
FIA
294
Foundations Investment Advisors
Arizona
$213K +$214K +5,618 New
VAS
295
Vestmark Advisory Solutions
Massachusetts
$210K +$210K +5,528 New
EWA
296
EP Wealth Advisors
California
$209K +$210K +5,521 New
BCWM
297
Bartlett & Co Wealth Management
Ohio
$209K +$57.1K +1,500 +38%
PAG
298
Private Advisory Group
Washington
$205K +$206K +5,405 New
PIA
299
Powell Investment Advisors
Florida
$205K – – –
CAM
300
Clark Asset Management
New Hampshire
$204K +$205K +5,376 New
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