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IVES

Dan IVES Wedbush AI Revolution ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$28.8M +$2.79M +79,288 +12%
Stifel Financial
2
Stifel Financial
Missouri
$10.7M +$3.46M +98,191 +54%
NWWA
3
New Wave Wealth Advisors
Arkansas
$10.7M +$530K +15,050 +6%
WS
4
Wedbush Securities
California
$9.99M -$23.1M -654,548 -71%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.25M +$2.01M +57,022 +31%
Raymond James Financial
6
Raymond James Financial
Florida
$9.18M +$5.91M +167,735 +229%
NA
7
NewEdge Advisors
Louisiana
$6.57M +$1.28M +36,259 +27%
LC
8
Longitude (Cayman)
Cayman Islands
$6.13M +$106K +3,000 +2%
TAM
9
Titleist Asset Management
Texas
$5.02M +$430K +12,221 +10%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$4.28M +$435K +12,355 +12%
Brown Advisory
11
Brown Advisory
Maryland
$4.27M +$2.89M +81,992 +272%
AWM
12
Avior Wealth Management
Nebraska
$4.04M +$3.74M +106,132 New
BPA
13
Beacon Pointe Advisors
California
$3M +$2.78M +78,827 New
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.75M +$2.43M +68,980 +2,183%
SCA
15
Snowden Capital Advisors
New York
$2.61M +$166K +4,720 +7%
CRWM
16
Castle Rock Wealth Management
California
$2.49M +$164K +4,669 +8%
ORC
17
O'Rourke & Company
Massachusetts
$2.46M +$277K +7,856 +14%
Citadel Advisors
18
Citadel Advisors
Florida
$2.29M +$1.61M +45,808 +319%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.13M +$99.1K +2,815 +5%
FHC
20
First Heartland Consultants
Missouri
$2.12M -$817K -23,187 -29%
AWM
21
Apollon Wealth Management
South Carolina
$2.11M -$112K -3,169 -5%
AWM
22
AE Wealth Management
Kansas
$2.05M +$921K +26,144 +95%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$2.04M +$1.88M +53,427 New
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$1.69M -$7.61M -216,216 -83%
LPL Financial
25
LPL Financial
California
$1.67M -$78.4K -2,225 -5%