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InvenTrust Properties

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
101
Arkadios Wealth Advisors
Georgia
$249K +$231K +9,137 New
SG Americas Securities
102
SG Americas Securities
New York
$245K +$227K +9,000 New
IFG
103
Independent Financial Group
California
$242K +$224K +8,863 New
HSBC Holdings
104
HSBC Holdings
United Kingdom
$236K +$218K +8,646 New
IAIM
105
International Assets Investment Management
Florida
$231K +$214K +8,470 New
SWIM
106
Smallwood Wealth Investment Management
New Jersey
$229K +$212K +8,400 New
SA
107
Stewardship Advisors
Pennsylvania
$229K +$212K +8,416 New
MML Investors Services
108
MML Investors Services
Massachusetts
$227K +$210K +8,323 New
RCS
109
Retirement Capital Strategies
California
$226K +$209K +8,283 New
CA
110
Crumly & Associates
Illinois
$219K +$213K +8,422 New
APW
111
Austin Private Wealth
Texas
$212K +$197K +7,787 New
DBRC
112
D.B. Root & Company
Pennsylvania
$212K +$197K +7,805 New
XT
113
XTX Topco
Cayman Islands
$211K +$196K +7,752 New
HT
114
HighTower Trust
Texas
$210K +$195K +7,707 New
GC
115
Guggenheim Capital
Illinois
$207K +$191K +7,586 New
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$203K +$188K +7,450 New
WCG
117
Weaver Consulting Group
California
$202K +$187K +7,412 New
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$184K +$169K +6,709 New
BAM
119
Belpointe Asset Management
Nevada
$155K +$143K +5,659 New
IA
120
IFP Advisors
Florida
$153K +$142K +5,645 New
VanEck Associates
121
VanEck Associates
New York
$152K +$141K +5,575 New
CF
122
Centaurus Financial
California
$142K +$131K +5,195 New
US Bancorp
123
US Bancorp
Minnesota
$138K +$128K +5,067 New
AIP
124
Ahrens Investment Partners
Louisiana
$102K +$94.6K +3,748 New
BA
125
Bellwether Advisors
Nebraska
$92K +$85.2K +3,376 New