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IVES

Dan IVES Wedbush AI Revolution ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$15K
HNB
102
Huntington National Bank
Ohio
$13.3K
BWL
103
Bogart Wealth LLC
Virginia
$12.7K +$9.85K +301 +301%
JWA
104
JFS Wealth Advisors
Pennsylvania
$11.7K -$8.18K -250 -40%
VNA
105
Valley National Advisers
Pennsylvania
$11K +$11.5K +350 New
LB
106
Legacy Bridge
Iowa
$9.48K +$8.18K +250 +500%
NS
107
NBC Securities
Alabama
$9.48K +$9.82K +300 New
CA
108
Clearstead Advisors
Ohio
$9.1K
MA
109
Modus Advisors
Minnesota
$7.94K +$8.21K +251 New
HFS
110
Hughes Financial Services
Virginia
$5.31K
OP
111
ORG Partners
Indiana
$5.06K +$982 +30 +23%
IIM
112
IFC & Insurance Marketing
California
$3K +$3.27K +100 New
IAS
113
IMA Advisory Services
Colorado
$2.4K
AWM
114
Abound Wealth Management
Tennessee
$2.22K
DFA
115
DHJJ Financial Advisors
Illinois
$1.9K +$982 +30 +100%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$1.64K -$1.04M -31,648 -100%
CFD
117
Creative Financial Designs
Indiana
$790 +$818 +25 New
TCM
118
Triumph Capital Management
Colorado
$695 +$720 +22 New
AIM
119
Anchor Investment Management
South Carolina
$569
KFP
120
Kerr Financial Planning
California
$382
GS
121
GTS Securities
Florida
-$1.01M -31,588 Closed
PSCM
122
Per Stirling Capital Management
Texas
-$847K -26,360 Closed
EAM
123
Everstar Asset Management
North Carolina
-$618K -19,234 Closed
RCA
124
Runnymede Capital Advisors
Ohio
-$408K -12,713 Closed
Barclays
125
Barclays
United Kingdom
-$257K -8,000 Closed