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IVES

Dan IVES Wedbush AI Revolution ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
76
Runnymede Capital Advisors
Ohio
$286K
SAM
77
Seelaus Asset Management
New Jersey
$281K
FMWA
78
Forvis Mazars Wealth Advisors
Missouri
$248K +$229K +6,500 New
VA
79
Valmark Advisers
Ohio
$245K +$226K +6,419 New
IIC
80
Integrated Investment Consultants
Michigan
$241K +$223K +6,334 New
Morgan Stanley
81
Morgan Stanley
New York
$239K +$77.8K +2,210 +54%
AFA
82
American Financial Advisors
Georgia
$232K +$214K +6,080 New
CWM
83
ClientFirst Wealth Management
Arkansas
$229K +$211K +6,000 New
CPA
84
Clear Point Advisors
New York
$221K +$204K +5,792 New
YIH
85
Y-Intercept (HK)
Hong Kong
$217K +$200K +5,688 New
WA
86
Wealth Alliance
New York
$213K +$197K +5,585 New
KWA
87
Kingswood Wealth Advisors
California
$212K +$196K +5,554 New
RWA
88
Redhawk Wealth Advisors
Minnesota
$208K +$192K +5,460 New
PCIA
89
Prime Capital Investment Advisors
Kansas
$204K +$188K +5,342 New
SW
90
SlateStone Wealth
Florida
$202K +$186K +5,295 New
IAIM
91
International Assets Investment Management
Florida
$147K -$81K -2,300 -37%
TWC
92
TD Waterhouse Canada
Ontario, Canada
$137K -$7.15M -203,125 -98%
NFSG
93
Newbridge Financial Services Group
Florida
$119K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$118K +$24.7K +700 +29%
CCAM
95
Cascades Capital Asset Management
North Carolina
$115K +$106K +3,006 New
CF
96
Centaurus Financial
California
$107K +$98.6K +2,800 New
IAAG
97
Innovative Asset Advisors Group
Connecticut
$103K -$3.52K -100 -4%
IFWM
98
Institute for Wealth Management
Colorado
$89.6K -$224K -6,351 -73%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$89.4K +$3.38K +96 +4%
BIAS
100
Beacon Investment Advisory Services
New Jersey
$60.6K