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Global X Robotics & Artificial Intelligence ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
151
WNY Asset Management
New York
$414K +$20.1K +623 +4%
GIA
152
Gladstone Institutional Advisory
Florida
$410K +$35.5K +1,100 +8%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$407K -$21.9K -678 -5%
Cerity Partners
154
Cerity Partners
New York
$393K -$57.9K -1,794 -11%
OCPWS
155
One Charles Private Wealth Services
Massachusetts
$390K
CFD
156
Creative Financial Designs
Indiana
$389K -$66.6K -2,062 -13%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$388K +$160K +4,951 +57%
S
158
SignatureFD
Georgia
$382K
USCWA
159
U.S. Capital Wealth Advisors
Texas
$377K +$428K +13,250 New
CC
160
Callan Capital
California
$374K
MA
161
Mutual Advisors
Nebraska
$368K +$416K +12,884 New
YIH
162
Y-Intercept (HK)
Hong Kong
$357K +$405K +12,533 New
TFA
163
TPG Financial Advisors
Oregon
$351K +$398K +12,339 New
Goldman Sachs
164
Goldman Sachs
New York
$346K +$16.5K +512 +4%
GS
165
GWN Securities
Florida
$346K +$366K +11,334 New
IWC
166
Integrated Wealth Concepts
Massachusetts
$346K +$143K +4,435 +57%
AWM
167
Apollon Wealth Management
South Carolina
$333K -$6.71K -208 -2%
JHC
168
J. Hagan Capital
Kentucky
$330K +$334K +10,337 New
CA
169
Continuum Advisory
Idaho
$329K +$86.4K +2,676 +30%
CL
170
Choreo LLC
Illinois
$327K +$105K +3,265 +40%
SCTC
171
Sanibel Captiva Trust Company
Florida
$324K
GM
172
GeoWealth Management
Illinois
$323K -$15K -464 -4%
EWM
173
Endowment Wealth Management
Wisconsin
$322K +$122K +3,775 +50%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$320K +$13.5K +417 +4%
BHPW
175
Beverly Hills Private Wealth
California
$318K -$129 -4 -0%