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InvenTrust Properties

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
301
Blue Trust Inc
Georgia
$8K – – –
RWM
302
RMG Wealth Management
Wisconsin
$7.96K +$33 +1 +0.4%
LAS
303
Lloyd Advisory Services
Georgia
$7.61K -$104K -3,167 -94%
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$7.36K -$9.85K -300 -59%
ZBNA
305
Zions Bancorporation, National Association
Utah
$7.22K +$1.71K +52 +34%
SN
306
Sittner & Nelson
Oregon
$7.19K – – –
NL
307
NVWM LLC
Pennsylvania
$6.41K – – –
SIC
308
SJS Investment Consulting
Ohio
$6.37K +$5.91K +180 New
BFS
309
Bare Financial Services
Pennsylvania
$6.16K +$493 +15 +9%
HFG
310
Harborfront Financial Group
Michigan
$6.02K +$5.58K +170 New
GJIA
311
Glass Jacobson Investment Advisors
Maryland
$5.68K – – –
CFM
312
Cornerstone Financial Management
Massachusetts
$5.28K +$4.89K +149 New
BTD
313
BankPlus Trust Department
Mississippi
$5.17K – – –
CA
314
Continuum Advisory
Idaho
$5.13K +$4.76K +145 New
RIL
315
Rothschild Investment LLC
Illinois
$4.85K – – –
BCM
316
Blume Capital Management
California
$4.6K – – –
VWA
317
Valued Wealth Advisors
Utah
$4.46K – – –
SGFG
318
Silver Grove Financial Group
New York
$3.76K +$3.48K +106 New
CT
319
Caldwell Trust
Florida
$3.75K – – –
BCMIO
320
Beacon Capital Management Inc (Ohio)
Ohio
$3.54K – – –
JWM
321
JPL Wealth Management
Colorado
$2.66K – – –
KFAS
322
Keating Financial Advisory Services
Kansas
$2.12K +$1.97K +60 New
BIA
323
Bell Investment Advisors
California
$1.98K – – –
C
324
Covestor
United Kingdom
$1K +$164 +5 +14%
SPIA
325
Steward Partners Investment Advisory
New York
$991 – – –