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IVES

Dan IVES Wedbush AI Revolution ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
Valmark Advisers
Ohio
$203K
SOS
77
Silver Oak Securities
Tennessee
$202K -$30.2K -922 -13%
TWD
78
True Wealth Design
Ohio
$195K +$202K +6,166 New
Morgan Stanley
79
Morgan Stanley
New York
$155K +$161K +4,915 New
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$125K +$491 +15 +0.4%
CCAM
81
Cascades Capital Asset Management
North Carolina
$124K +$128K +3,910 New
Osaic Holdings
82
Osaic Holdings
Arizona
$105K +$101K +3,078 +1,231%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$105K +$63.7K +1,945 +140%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$88.5K +$4.75K +145 +5%
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.8K +$12.6K +385 +17%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$75.9K
SS
87
Sunbelt Securities
Texas
$74K +$72.9K +2,228 +1,989%
TWM
88
Tripletail Wealth Management
Florida
$66.4K +$68.7K +2,100 New
UBS Group
89
UBS Group
Switzerland
$48.4K +$50.1K +1,532 New
Group One Trading
90
Group One Trading
Illinois
$41.3K -$58.4K -1,785 -58%
CMP
91
Coston McIsaac & Partners
Maine
$35K +$24.7K +755 +204%
TCM
92
TD Capital Management
Tennessee
$34.3K +$131 +4 +0.4%
MCM
93
MAI Capital Management
Ohio
$31.6K +$32.7K +1,000 New
SAG
94
SageView Advisory Group
California
$29.3K +$30.3K +926 New
Bank of America
95
Bank of America
North Carolina
$29.2K +$30.3K +925 New
US Bancorp
96
US Bancorp
Minnesota
$28.4K
PFO
97
Pioneer Family Office
Florida
$26.9K +$27.8K +850 New
NFSG
98
Newbridge Financial Services Group
Florida
$24K +$24.9K +760 New
CSB
99
City State Bank
Iowa
$15.8K
JP Morgan Chase
100
JP Morgan Chase
New York
$15K -$393 -12 -2%