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IVES

Dan IVES Wedbush AI Revolution ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
51
CIBC World Market
Ontario, Canada
$457K +$142K +4,345 +43%
AWM
52
AE Wealth Management
Kansas
$453K +$469K +14,323 New
Lido Advisors
53
Lido Advisors
California
$448K +$463K +14,141 New
EWM
54
Empirical Wealth Management
Washington
$444K +$459K +14,040 New
MSA
55
Marino Stram & Associates
Massachusetts
$441K +$8.51K +260 +2%
Simplex Trading
56
Simplex Trading
Illinois
$432K -$712K -21,742 -61%
KWA
57
Kellett Wealth Advisors
Ohio
$387K +$55K +1,680 +16%
AQR Capital Management
58
AQR Capital Management
Connecticut
$381K +$394K +12,050 New
MML Investors Services
59
MML Investors Services
Massachusetts
$364K +$65.2K +1,991 +21%
FWSM
60
First Wilshire Securities Management
California
$364K +$376K +11,500 New
EWA
61
Evolution Wealth Advisors
Florida
$349K -$5.56K -170 -2%
BHPW
62
Box Hill Private Wealth
Arizona
$322K +$334K +10,196 New
DWP
63
Daymark Wealth Partners
Ohio
$286K +$296K +9,037 New
CA
64
CV Advisors
Florida
$252K
JIP
65
Jaffetilchin Investment Partners
Florida
$250K +$259K +7,914 New
IFWM
66
Institute for Wealth Management
Colorado
$244K +$253K +7,729 New
HSA
67
HBK Sorce Advisory
Pennsylvania
$243K +$262K +7,991 New
PWA
68
Primoris Wealth Advisors
Florida
$237K
IAIM
69
International Assets Investment Management
Florida
$235K +$244K +7,443 New
SAM
70
Seelaus Asset Management
New Jersey
$226K +$234K +7,165 New
WMA
71
Wealth Management Associates
New Jersey
$226K +$234K +7,150 New
CFP
72
Curran Financial Partners
South Carolina
$217K +$225K +6,872 New
RWM
73
Ritholtz Wealth Management
New York
$208K +$5.27K +161 +3%
SPC
74
Sigma Planning Corp
Michigan
$206K +$213K +6,512 New
IA
75
IAM Advisory
Pennsylvania
$204K +$851 +26 +0.4%