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Global X Lithium & Battery Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
76
Sage Capital Management
New Jersey
$733K +$714K +14,393 New
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$727K -$16M -323,091 -96%
US Bancorp
78
US Bancorp
Minnesota
$719K +$16.9K +341 +2%
BRWA
79
B. Riley Wealth Advisors
Florida
$719K +$4.71K +95 +0.7%
HFF
80
Halter Ferguson Financial
Indiana
$703K +$684K +13,799 New
AWM
81
Axxcess Wealth Management
California
$687K -$207K -4,181 -24%
FFN
82
Focus Financial Network
Minnesota
$677K +$654K +13,201 New
LNC
83
Lincoln National Corp
Pennsylvania
$665K +$67.8K +1,367 +12%
AFO
84
Arrowroot Family Office
California
$658K -$116K -2,335 -15%
DFA
85
DHK Financial Advisors
New Hampshire
$653K
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$644K +$627K +12,645 New
SAM
87
Smithbridge Asset Management
Pennsylvania
$634K -$55.9K -1,128 -8%
WWP
88
WR Wealth Planners
Missouri
$625K -$105K -2,118 -15%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$624K +$26.5K +534 +5%
AWM
90
AE Wealth Management
Kansas
$617K -$255K -5,135 -27%
PWM
91
Purus Wealth Management
California
$605K -$51.1K -1,030 -8%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$575K -$423K -8,528 -43%
PAS
93
Park Avenue Securities
New York
$574K -$315K -6,357 -36%
OC
94
Oppenheimer & Co
New York
$570K -$56.4K -1,137 -9%
HAS
95
HBW Advisory Services
California
$569K +$92.3K +1,862 +16%
WA
96
Waverly Advisors
Alabama
$559K -$2.13K -43 -0.4%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$556K +$149K +2,997 +38%
SAS
98
Stelac Advisory Services
New York
$540K -$89.5K -1,806 -15%
SWP
99
Stratos Wealth Partners
Ohio
$534K -$250K -5,052 -33%
TC
100
TAP Consulting
Missouri
$531K +$517K +10,433 New