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IVES

Dan IVES Wedbush AI Revolution ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
51
Lido Advisors
California
$416K +$16.3K +527 +4%
Citadel Advisors
52
Citadel Advisors
Florida
$408K -$2.94M -95,239 -87%
SPC
53
Sigma Planning Corp
Michigan
$388K +$222K +7,167 +110%
MML Investors Services
54
MML Investors Services
Massachusetts
$377K +$54.5K +1,764 +15%
CAM
55
Cresset Asset Management
Illinois
$364K -$558K -18,041 -58%
TWM
56
Tripletail Wealth Management
Florida
$362K +$324K +10,480 +499%
BHPW
57
Box Hill Private Wealth
Arizona
$360K +$77.4K +2,504 +25%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$355K -$4.33M -140,079 -92%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$347K -$599K -19,377 -61%
FWSM
60
First Wilshire Securities Management
California
$326K
HSA
61
HBK Sorce Advisory
Pennsylvania
$321K +$25.9K +839 +10%
CIBC World Market
62
CIBC World Market
Ontario, Canada
$319K -$99.1K -3,205 -22%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$303K +$330K +10,670 New
RWM
64
Ritholtz Wealth Management
New York
$288K +$111K +3,586 +55%
Goldman Sachs
65
Goldman Sachs
New York
$284K +$309K +10,009 New
AQR Capital Management
66
AQR Capital Management
Connecticut
$284K -$63.4K -2,050 -17%
EWA
67
Evolution Wealth Advisors
Florida
$266K -$51.1K -1,655 -15%
IFWM
68
Institute for Wealth Management
Colorado
$247K +$30.1K +974 +13%
PAG
69
Private Advisor Group
New Jersey
$227K -$458K -14,826 -65%
CA
70
CV Advisors
Florida
$226K
KWA
71
Kellett Wealth Advisors
Ohio
$224K -$135K -4,361 -36%
RCA
72
Runnymede Capital Advisors
Ohio
$213K +$232K +7,505 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$210K +$229K +7,394 New
SAM
74
Seelaus Asset Management
New Jersey
$209K +$6.18K +200 +3%
SS
75
Sunbelt Securities
Texas
$201K +$146K +4,733 +202%