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InvenTrust Properties

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
201
Sequoia Financial Advisors
Ohio
$227K +$227K +7,531 New
PA
202
PharVision Advisers
Florida
$226K +$226K +7,505 New
IAG
203
Investmark Advisory Group
Connecticut
$225K -$14.7K -488 -6%
DFG
204
Dynamic Financial Group
Iowa
$225K +$225K +7,476 New
Lido Advisors
205
Lido Advisors
California
$221K +$220K +7,300 New
BCI
206
Brinker Capital Investments
Pennsylvania
$220K +$219K +7,294 New
OPS
207
Orion Portfolio Solutions
Nebraska
$220K +$219K +7,294 New
CWM
208
CIBC World Markets
New York
$219K +$218K +7,254 New
AWM
209
AE Wealth Management
Kansas
$216K +$215K +7,158 New
State of Wisconsin Investment Board
210
State of Wisconsin Investment Board
Wisconsin
$214K +$217K +7,198 New
IWC
211
Integrated Wealth Concepts
Massachusetts
$213K -$13.8K -459 -6%
AWS
212
Atria Wealth Solutions
New York
$212K +$212K +7,050 New
JWCA
213
J.W. Cole Advisors
Florida
$204K -$16.7K -554 -8%
Truist Financial
214
Truist Financial
North Carolina
$204K +$203K +6,755 New
VEA
215
Virtus ETF Advisers
New York
$181K -$20.1K -668 -10%
GFPC
216
Global Financial Private Client
Florida
$173K -$7.22K -240 -4%
EWA
217
EverSource Wealth Advisors
Alabama
$155K +$104K +3,462 +207%
SIM
218
Sandia Investment Management
Massachusetts
$151K
US Bancorp
219
US Bancorp
Minnesota
$138K +$22.7K +756 +20%
BCMLT
220
Beacon Capital Management LLC (Tennessee)
Tennessee
$111K +$181 +6 +0.2%
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$109K +$150 +5 +0.1%
MCM
222
MAI Capital Management
Ohio
$107K +$107K +3,559 New
ME
223
McIlrath & Eck
Washington
$90.5K -$632 -21 -0.7%
AWM
224
Avior Wealth Management
Nebraska
$85.2K
OLVIG
225
Oliver Lagore Vanvalin Investment Group
Michigan
$80K