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IVES

Dan IVES Wedbush AI Revolution ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ORC
26
O'Rourke & Company
Massachusetts
$777K +$695K +24,194 New
CFG
27
CMC Financial Group
Georgia
$775K +$693K +24,117 New
KAS
28
Kestra Advisory Services
Texas
$741K +$318K +11,064 +92%
GAM
29
Griffin Asset Management
New York
$701K +$17.2K +600 +3%
WEG
30
World Equity Group
Illinois
$689K +$617K +21,463 New
AWM
31
Apollon Wealth Management
South Carolina
$674K +$603K +20,992 New
MS
32
Madden Securities
Texas
$637K
EAM
33
Everstar Asset Management
North Carolina
$618K +$553K +19,234 New
AF
34
Allworth Financial
California
$615K +$550K +19,137 New
DC
35
Davenport & Co
Virginia
$580K +$519K +18,070 New
Brown Advisory
36
Brown Advisory
Maryland
$573K +$4.71K +164 +0.9%
MA
37
Mutual Advisors
Nebraska
$498K +$429K +14,933 New
Raymond James Financial
38
Raymond James Financial
Florida
$469K +$420K +14,595 New
MSA
39
Marino Stram & Associates
Massachusetts
$440K +$117K +4,070 +42%
VA
40
VestGen Advisors
Illinois
$419K +$375K +13,047 New
CAM
41
Cresset Asset Management
Illinois
$410K +$367K +12,753 New
RCA
42
Runnymede Capital Advisors
Ohio
$408K +$365K +12,713 New
Mariner
43
Mariner
Kansas
$399K +$93.2K +3,244 +35%
PCM
44
Pennsylvania Capital Management
Pennsylvania
$392K +$351K +12,205 New
FFA
45
Farther Finance Advisors
California
$390K +$349K +12,149 New
BW
46
BXM Wealth
Colorado
$384K +$319K +11,090 New
USCWA
47
U.S. Capital Wealth Advisors
Texas
$382K +$341K +11,880 New
EWA
48
Evolution Wealth Advisors
Florida
$360K +$322K +11,200 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$355K +$244K +8,502 +330%
KWA
50
Kellett Wealth Advisors
Ohio
$339K +$304K +10,561 New