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Global X Robotics & Artificial Intelligence ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFN
201
Focus Financial Network
Minnesota
$244K -$38.2K -1,239 -14%
LWMG
202
Levy Wealth Management Group
Pennsylvania
$242K +$4.87K +158 +2%
FGA
203
Fortis Group Advisors
New Jersey
$240K -$72.9K -2,365 -23%
ICM
204
IMS Capital Management
Oregon
$238K +$40.3K +1,309 +20%
SI
205
Stephens Inc
Arkansas
$238K +$8.72K +283 +4%
CPP
206
Capasso Planning Partners
South Carolina
$237K +$237K +7,685 New
CCM
207
Coldstream Capital Management
Washington
$237K
WIA
208
World Investment Advisors
California
$233K +$233K +7,558 New
IAS
209
Insigneo Advisory Services
Florida
$233K -$46K -1,491 -15%
RWB
210
RMR Wealth Builders
New Jersey
$231K +$23.6K +767 +11%
EWA
211
Exencial Wealth Advisors
Oklahoma
$229K -$16.6K -539 -7%
TPW
212
Transatlantique Private Wealth
New York
$228K +$228K +7,388 New
ATC
213
Advantage Trust Company
Kansas
$226K +$143K +4,643 +173%
BAWC
214
Boyce & Associates Wealth Consulting
Texas
$219K
PVI
215
Pine Valley Investments
New Jersey
$219K
APW
216
Aurora Private Wealth
New Jersey
$219K
Goldman Sachs
217
Goldman Sachs
New York
$216K
PWM
218
PBMares Wealth Management
Virginia
$216K
CL
219
Choreo LLC
Illinois
$215K +$215K +6,983 New
FHA
220
Flagship Harbor Advisors
Massachusetts
$213K -$7.52K -244 -3%
FFWA
221
FRG Family Wealth Advisors
Washington
$209K
CFO
222
Callan Family Office
Pennsylvania
$209K +$209K +6,770 New
PP
223
Patten & Patten
Tennessee
$202K
NFG
224
Nations Financial Group
Iowa
$200K -$2.93K -95 -1%
SAS
225
Stelac Advisory Services
New York
$183K