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Global X Lithium & Battery Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
251
Pathstone Family Office
New Jersey
$281K
MSFP
252
Mark Sheptoff Financial Planning
Connecticut
$279K
CLOS
253
Compagnie Lombard Odier SCmA
Switzerland
$278K -$8.87K -100 -3%
CAN
254
Claraphi Advisory Network
United States
$278K +$8.25K +93 +3%
CCM
255
Covington Capital Management
California
$276K +$26.6K +300 +10%
USCWA
256
U.S. Capital Wealth Advisors
Texas
$273K +$286K +3,230 New
TF
257
Trek Financial
Arizona
$272K +$2.84K +32 +1%
IIA
258
IPG Investment Advisors
California
$266K +$27.5K +310 +11%
Optiver Holding
259
Optiver Holding
Netherlands
$263K
NFC
260
Northeast Financial Consultants
Connecticut
$263K +$276K +3,109 New
IBOK
261
Independence Bank of Kentucky
Kentucky
$256K +$29K +327 +12%
CW
262
CreativeOne Wealth
Kansas
$255K +$268K +3,020 New
ATFA
263
All Terrain Financial Advisors
Minnesota
$253K -$40.2K -453 -13%
WSCM
264
Wellington Shields Capital Management
New York
$253K
SS
265
Sunbelt Securities
Texas
$253K +$30.2K +341 +12%
RPCONE
266
Retirement Planning Company of New England
Rhode Island
$253K +$266K +3,005 New
CBFP
267
Cedar Brook Financial Partners
Ohio
$251K +$264K +2,978 New
RIA
268
Regal Investment Advisors
Michigan
$249K +$22K +248 +9%
PA
269
PFG Advisors
Arizona
$249K +$44.8K +505 +21%
PAA
270
Peregrine Asset Advisers
Oregon
$248K +$261K +2,942 New
LWMG
271
Levy Wealth Management Group
Pennsylvania
$246K +$24.1K +272 +10%
SFG
272
SNS Financial Group
Minnesota
$245K +$257K +2,897 New
FWM
273
Frontier Wealth Management
Missouri
$245K +$257K +2,900 New
OIA
274
OneDigital Investment Advisors
Kansas
$242K +$254K +2,862 New
CSIC
275
Clifford Swan Investment Counsel
California
$241K