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IVES

Dan IVES Wedbush AI Revolution ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$15.7K +$14K +488 New
SPIA
77
Steward Partners Investment Advisory
New York
$15.2K +$2.3K +80 +20%
CMP
78
Coston McIsaac & Partners
Maine
$11K +$604 +21 +6%
IA
79
IFP Advisors
Florida
$9.64K +$8.62K +300 New
CA
80
Clearstead Advisors
Ohio
$9.25K
Osaic Holdings
81
Osaic Holdings
Arizona
$7.08K +$7.19K +250 New
FWM
82
FSA Wealth Management
Massachusetts
$6.42K +$5.75K +200 New
HFS
83
Hughes Financial Services
Virginia
$5.69K +$4.83K +168 New
OP
84
ORG Partners
Indiana
$4.17K +$3.74K +130 New
SS
85
Sunbelt Securities
Texas
$3.6K +$3.22K +112 New
BWL
86
Bogart Wealth LLC
Virginia
$3.21K
HNB
87
Huntington National Bank
Ohio
$3.21K
IAS
88
IMA Advisory Services
Colorado
$2.44K
AWM
89
Abound Wealth Management
Tennessee
$2.25K -$14.2K -495 -88%
LB
90
Legacy Bridge
Iowa
$1.61K
PPA
91
Painted Porch Advisors
California
$1.22K
DFA
92
DHJJ Financial Advisors
Illinois
$964 +$862 +30 New
AIM
93
Anchor Investment Management
South Carolina
$578
KFP
94
Kerr Financial Planning
California
$420 +$374 +13 New
CA
95
CoreCap Advisors
Michigan
$321 +$287 +10 New
BI
96
Bramshill Investments
Florida
-$1.11M -41,000 Closed
GSIAS
97
Garden State Investment Advisory Services
New Jersey
-$589K -21,714 Closed
AFG
98
Albion Financial Group
Utah
-$27.1K -1,000 Closed
SIC
99
Salem Investment Counselors
North Carolina
-$6.78K -250 Closed
TRCT
100
Tower Research Capital (TRC)
New York
-$4.99K -184 Closed