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IVES

Dan IVES Wedbush AI Revolution ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$611K +$96.6K +2,742 +21%
CAM
52
Cresset Asset Management
Illinois
$584K +$88K +2,500 +19%
AWE
53
Avidian Wealth Enterprises
Texas
$571K +$528K +14,998 New
VA
54
VestGen Advisors
Illinois
$549K -$7.04K -200 -1%
SPC
55
Sigma Planning Corp
Michigan
$543K +$20.4K +578 +4%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$543K +$70.8K +2,010 +16%
XT
57
XTX Topco
Cayman Islands
$537K +$497K +14,104 New
CIBC World Market
58
CIBC World Market
Ontario, Canada
$482K +$48.7K +1,383 +12%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$475K -$2.29K -65 -0.5%
HSA
60
HBK Sorce Advisory
Pennsylvania
$440K +$91.5K +2,598 +29%
FWSM
61
First Wilshire Securities Management
California
$438K
MG
62
Marex Group
$402K +$372K +10,559 New
RWM
63
Ritholtz Wealth Management
New York
$394K +$6.66K +189 +2%
AQR Capital Management
64
AQR Capital Management
Connecticut
$381K
EWA
65
Evolution Wealth Advisors
Florida
$363K +$5.81K +165 +2%
CIA
66
Concurrent Investment Advisors
Florida
$359K +$332K +9,428 New
Lido Advisors
67
Lido Advisors
California
$359K -$185K -5,248 -36%
IP
68
Intellectus Partners
California
$343K +$317K +9,005 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$321K +$296K +8,413 New
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$317K +$32.3K +916 +12%
BHPW
71
Box Hill Private Wealth
Arizona
$316K -$156K -4,419 -35%
VCM
72
Vines Capital Management
Louisiana
$308K +$285K +8,094 New
CA
73
CV Advisors
Florida
$304K
KWA
74
Kellett Wealth Advisors
Ohio
$300K
Osaic Holdings
75
Osaic Holdings
Arizona
$290K +$136K +3,870 +104%