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Global X Lithium & Battery Tech ETF
LIT

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
151
Wedbush Securities
California
$308K +$2.57K +40 +1%
PCA
152
Personal Capital Advisors
California
$307K -$49.1K -763 -15%
SIM
153
Seaview Investment Managers
Florida
$303K +$44.4K +690 +20%
RDFA
154
Ritter Daniher Financial Advisory
Ohio
$299K +$64.4K +1,000 +32%
BCA
155
Berman Capital Advisors
Georgia
$297K – – –
GIA
156
Gladstone Institutional Advisory
Florida
$290K +$258K +4,006 New
UCFA
157
United Capital Financial Advisors
Texas
$285K -$38.5K -598 -13%
APW
158
Aurora Private Wealth
New Jersey
$284K -$22.7K -352 -8%
LWAC
159
Laurel Wealth Advisors (California)
California
$281K +$1.87K +29 +0.8%
SC
160
Sierra Capital
Florida
$280K – – –
BPA
161
Beacon Pointe Advisors
California
$271K +$240K +3,734 New
AA
162
AlphaMark Advisors
Kentucky
$261K +$16.1K +250 +7%
SWM
163
Spire Wealth Management
Virginia
$259K -$75.5K -1,173 -27%
FIA
164
FNY Investment Advisers
New York
$253K +$225K +3,500 New
SW
165
SteelPeak Wealth
California
$251K +$223K +3,465 New
WSCM
166
Wellington Shields Capital Management
New York
$250K – – –
EWM
167
Edge Wealth Management
New York
$248K – – –
CLOS
168
Compagnie Lombard Odier SCmA
Switzerland
$247K +$96.5K +1,500 +79%
CSIC
169
Clifford Swan Investment Counsel
California
$245K +$184K +2,860 New
ATFA
170
All Terrain Financial Advisors
Minnesota
$245K +$218K +3,385 New
IIA
171
IPG Investment Advisors
California
$243K +$216K +3,349 New
PFO
172
Pathstone Family Office
New Jersey
$241K +$214K +3,332 New
OCPWS
173
One Charles Private Wealth Services
Massachusetts
$238K +$212K +3,291 New
AAP
174
Arax Advisory Partners
Colorado
$236K +$209K +3,253 New
AWA
175
Arkadios Wealth Advisors
Georgia
$234K -$36.7K -570 -15%
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