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ROBO Global Robotics & Automation Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
76
Clearwater Capital Advisors
Illinois
$583K -$130K -2,842 -18%
CFCI
77
Comprehensive Financial Consultants Institutional
Indiana
$581K +$1.14K +25 +0.2%
SFI
78
SPC Financial Inc
Maryland
$571K -$87.5K -1,917 -13%
TAM
79
Tocqueville Asset Management
New York
$558K +$550K +12,053 New
PWM
80
Purus Wealth Management
California
$551K -$19.3K -423 -3%
KAS
81
Kestra Advisory Services
Texas
$546K -$142K -3,105 -21%
CFA
82
Cahill Financial Advisors
Minnesota
$541K -$132K -2,891 -20%
PWM
83
Perigon Wealth Management
California
$506K -$31.4K -688 -6%
Bank of America
84
Bank of America
North Carolina
$486K +$91 +2 +0%
JIC
85
Joel Isaacson & Co
New York
$456K -$22.9K -501 -5%
AF
86
Advisornet Financial
Minnesota
$445K -$148K -3,239 -25%
PGFC
87
Peapack-Gladstone Financial Corp
New Jersey
$445K -$20.1K -440 -4%
AIFAIM
88
American Institute for Advanced Investment Management
Arizona
$438K -$219K -4,807 -34%
FA
89
Fiduciary Alliance
South Carolina
$408K +$402K +8,816 New
CAM
90
Cresset Asset Management
Illinois
$403K -$53.4K -1,171 -11%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$396K -$38.8K -850 -9%
CG
92
Colony Group
Massachusetts
$395K +$389K +8,528 New
IWM
93
IHT Wealth Management
Illinois
$393K -$4.93K -108 -1%
Vontobel Holding
94
Vontobel Holding
Switzerland
$389K -$97.6K -2,139 -20%
GLA
95
Good Life Advisors
Pennsylvania
$388K +$14.3K +313 +4%
SWM
96
Spire Wealth Management
Virginia
$382K +$11.4K +250 +3%
AP
97
Americana Partners
Texas
$371K
GWM
98
Greenwich Wealth Management
Connecticut
$368K
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$353K -$12.8K -280 -4%
AAS
100
Ameritas Advisory Services
Nebraska
$351K +$2.28K +50 +0.7%