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Global X Lithium & Battery Tech ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$345K -$1.79K -25 -0.5%
OFG
102
Oxford Financial Group
Indiana
$345K
NW
103
NewEdge Wealth
Pennsylvania
$331K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$326K +$160K +2,235 +104%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$326K +$21.5K +301 +7%
PPW
106
PACK Private Wealth
Minnesota
$319K
Lido Advisors
107
Lido Advisors
California
$319K -$177K -2,468 -37%
EGA
108
E&G Advisors
Texas
$299K +$288K +4,023 New
RPCONE
109
Retirement Planning Company of New England
Rhode Island
$293K +$286 +4 +0.1%
ASN
110
Advisory Services Network
Georgia
$290K +$45K +629 +19%
IAS
111
Insigneo Advisory Services
Florida
$281K -$42.9K -600 -14%
KA
112
Kovack Advisors
Florida
$277K +$21.3K +298 +9%
CLOS
113
Compagnie Lombard Odier SCmA
Switzerland
$275K
KWS
114
Keystone Wealth Services
California
$257K -$26.8K -374 -10%
TWM
115
Triton Wealth Management
Arizona
$256K
SAI
116
Savvy Advisors Inc
New York
$255K +$245K +3,427 New
KP
117
Keel Point
Alabama
$254K
BFWM
118
Bright Futures Wealth Management
New York
$253K +$21.8K +305 +10%
KPWS
119
Kestra Private Wealth Services
Texas
$252K +$429 +6 +0.2%
LFG
120
Larson Financial Group
Missouri
$246K +$501 +7 +0.2%
PWM
121
Perigon Wealth Management
California
$239K -$25.1K -351 -10%
BIG
122
Brookwood Investment Group
Arizona
$239K +$230K +3,212 New
CIS
123
Custom Index Systems
New York
$238K +$229K +3,201 New
Baird Financial Group
124
Baird Financial Group
Wisconsin
$238K +$229K +3,200 New
IFG
125
Independent Financial Group
California
$237K -$3.01K -42 -1%