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Dan IVES Wedbush AI Revolution ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Sachetta
126
Sachetta
Massachusetts
$2.46K +$2.29K +65 New
DHJJ Financial Advisors
127
DHJJ Financial Advisors
Illinois
$2.4K – – –
UBS Group
128
UBS Group
Switzerland
$1.87K -$703K -19,957 -100%
Triumph Capital Management
129
Triumph Capital Management
Colorado
$1.45K +$352 +10 +36%
Creative Financial Designs
130
Creative Financial Designs
Indiana
$953 – – –
Anchor Investment Management
131
Anchor Investment Management
South Carolina
$686 – – –
Jones Financial Companies
132
Jones Financial Companies
Missouri
$615 +$599 +17 New
CoreCap Advisors
133
CoreCap Advisors
Michigan
$305 – – –
Banque Cantonale Vaudoise
134
Banque Cantonale Vaudoise
Switzerland
$305 +$282K +8,000 New
KFP
135
Kerr Financial Planning
California
$39 -$282 -8 -89%
APFP
136
Action Point Financial Planning
Michigan
$2 – – –
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
– -$1.33M -47,039 Closed
Quadrature Capital
138
Quadrature Capital
United Kingdom
– -$913K -32,184 Closed
Vienna Asset Management
139
Vienna Asset Management
California
– -$582K -20,530 Closed
HB Wealth Management
140
HB Wealth Management
Georgia
– -$516K -18,181 Closed
Focus Partners Wealth
141
Focus Partners Wealth
Massachusetts
– -$303K -10,670 Closed
Goldman Sachs
142
Goldman Sachs
New York
– -$284K -10,009 Closed
Private Advisor Group
143
Private Advisor Group
New Jersey
– -$227K -8,000 Closed
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
– -$112K -3,955 Closed
Simplex Trading
145
Simplex Trading
Illinois
– -$132K -3,745 Closed
Advisory Services Network
146
Advisory Services Network
Georgia
– -$80.7K -2,844 Closed
MAI Capital Management
147
MAI Capital Management
Ohio
– -$33.8K -1,190 Closed
Group One Trading
148
Group One Trading
Illinois
– -$40K -1,137 Closed
US Bancorp
149
US Bancorp
Minnesota
– -$25.5K -900 Closed
BlackRock
150
BlackRock
New York
– -$17K -600 Closed