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ROBO Global Robotics & Automation Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Summit Asset Management
Tennessee
$272K -$111K -1,692 -28%
SPFA
127
Summit Place Financial Advisors
New Jersey
$262K -$58.5K -890 -18%
EWA
128
Exencial Wealth Advisors
Oklahoma
$257K
BAM
129
Belpointe Asset Management
Nevada
$251K -$61.8K -939 -19%
VWM
130
Vigilare Wealth Management
Arizona
$250K +$39.7K +604 +18%
LJAC
131
L.J. Altfest & Co
New York
$247K +$132 +2 +0.1%
ANTB
132
AMG National Trust Bank
Colorado
$245K -$2.96K -45 -1%
SFS
133
Sowell Financial Services
Arkansas
$243K +$72K +1,095 +40%
AWM
134
AE Wealth Management
Kansas
$242K -$363K -5,519 -59%
GSC
135
Ground Swell Capital
South Carolina
$241K +$250K +3,795 New
GRP
136
Global Retirement Partners
California
$240K
DA
137
DCM Advisors
New York
$238K -$3.29K -50 -1%
BWM
138
Bulltick Wealth Management
Florida
$238K
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$227K
MFA
140
Mayflower Financial Advisors
Massachusetts
$222K +$460 +7 +0.2%
V
141
Veritable
Delaware
$205K +$212K +3,220 New
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$202K +$210K +3,188 New
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$173K +$13.6K +206 +8%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$159K +$48.9K +744 +42%
NFG
145
Next Financial Group
Texas
$156K +$2.3K +35 +1%
FPS
146
Fieldpoint Private Securities
Connecticut
$151K
BDWM
147
Brewin Dolphin Wealth Management
Ireland
$149K
Deutsche Bank
148
Deutsche Bank
Germany
$146K +$6.58K +100 +5%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$142K +$54.9K +834 +60%
Bank Julius Baer & Co
150
Bank Julius Baer & Co
Switzerland
$134K +$4.28K +65 +3%