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Global X Robotics & Artificial Intelligence ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
126
Park Avenue Securities
New York
$458K +$66.1K +1,928 +17%
SG
127
StoneX Group
New York
$453K +$54K +1,575 +14%
RFC
128
Regions Financial Corp
Alabama
$449K
TCWM
129
Total Clarity Wealth Management
Illinois
$442K -$176K -5,136 -29%
MSFS
130
Main Street Financial Solutions
Pennsylvania
$436K
IWA
131
Intercontinental Wealth Advisors
Texas
$435K +$142K +4,141 +50%
KFP
132
KMG Fiduciary Partners
Ohio
$424K +$168K +4,901 +68%
DWM
133
Destination Wealth Management
California
$421K +$51.4K +1,499 +14%
EW
134
Evoke Wealth
California
$410K
PA
135
PFG Advisors
Arizona
$400K +$131K +3,827 +50%
GIA
136
Gladstone Institutional Advisory
Florida
$394K +$387K +11,270 New
CCM
137
Coldstream Capital Management
Washington
$393K +$24K +700 +7%
EWM
138
Elite Wealth Management
Washington
$386K +$6.35K +185 +2%
ET
139
Equitable Trust
Tennessee
$385K
ASN
140
Advisory Services Network
Georgia
$378K +$10.9K +318 +3%
SI
141
Stephens Inc
Arkansas
$373K
AAS
142
Avantax Advisory Services
Texas
$371K +$53.2K +1,550 +17%
MIM
143
Macroview Investment Management
Maryland
$354K +$13.6K +397 +4%
PCS
144
Personal CFO Solutions
New Jersey
$339K +$17.1K +500 +5%
WWM
145
Western Wealth Management
Colorado
$336K -$129K -3,763 -28%
LWMG
146
Levy Wealth Management Group
Pennsylvania
$335K +$19K +554 +6%
NEPWA
147
New England Private Wealth Advisors
Massachusetts
$335K +$328K +9,550 New
LJAC
148
L.J. Altfest & Co
New York
$314K
HAS
149
HBW Advisory Services
California
$300K +$76.4K +2,228 +35%
MFW
150
Meristem Family Wealth
Minnesota
$297K +$292K +8,500 New