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IVES

Dan IVES Wedbush AI Revolution ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DPW
101
DiNuzzo Private Wealth
Pennsylvania
$46.7K
CMP
102
Coston McIsaac & Partners
Maine
$42K +$6.87K +195 +21%
TCM
103
TD Capital Management
Tennessee
$41.3K
VCM
104
Versant Capital Management
Arizona
$38.7K +$35.7K +1,015 New
PFO
105
Pioneer Family Office
Florida
$32.4K
SPIA
106
Steward Partners Investment Advisory
New York
$27.8K +$8.98K +255 +54%
VNA
107
Valley National Advisers
Pennsylvania
$26.8K
Wells Fargo
108
Wells Fargo
California
$26.1K +$24.1K +684 New
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$22.8K +$21.1K +600 New
CSB
110
City State Bank
Iowa
$19.1K
JP Morgan Chase
111
JP Morgan Chase
New York
$18.3K +$70 +2 +0.4%
HNB
112
Huntington National Bank
Ohio
$16.1K
BWL
113
Bogart Wealth LLC
Virginia
$15.3K
JWA
114
JFS Wealth Advisors
Pennsylvania
$14.1K
MIA
115
Milestone Investment Advisors
Wisconsin
$12.8K
NSIM
116
North Star Investment Management
Illinois
$12.5K +$11.6K +328 New
NS
117
NBC Securities
Alabama
$11.4K
CA
118
Clearstead Advisors
Ohio
$11K
GI
119
GAMMA Investing
California
$7.62K +$7.04K +200 New
Russell Investments Group
120
Russell Investments Group
United Kingdom
$6.9K -$528 -15 -8%
HFS
121
Hughes Financial Services
Virginia
$6.4K
SIC
122
SJS Investment Consulting
Ohio
$3.96K -$1.27K -36 -26%
MA
123
MCF Advisors
Kentucky
$3.47K
IAS
124
IMA Advisory Services
Colorado
$2.9K
AWM
125
Abound Wealth Management
Tennessee
$2.68K