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Invesco
IVZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
401
Tidal Investments
Wisconsin
$373K -$474K -17,877 -56%
SMDAM
402
Sumitomo Mitsui DS Asset Management
Japan
$373K – – –
CL
403
Choreo LLC
Illinois
$372K +$35.3K +1,332 +10%
HF
404
Holcombe Financial
Georgia
$372K – – –
PFS
405
Prospera Financial Services
Texas
$369K -$4.9K -185 -1%
EPW
406
Evolve Private Wealth
California
$366K -$274K -10,334 -43%
QCG
407
Quadrant Capital Group
Ohio
$365K -$40.8K -1,539 -10%
VA
408
VestGen Advisors
Illinois
$357K +$94.5K +3,565 +36%
PCP
409
Proficio Capital Partners
Massachusetts
$357K +$359K +13,530 New
LCM
410
Landscape Capital Management
New Jersey
$356K -$4.2M -158,556 -92%
CL
411
CSS LLC
Illinois
$356K -$1.13M -42,460 -76%
GLA
412
Great Lakes Advisors
Illinois
$355K -$1.2M -45,168 -77%
MSA
413
MUFG Securities Americas
New York
$352K +$28.3K +1,066 +9%
BAMG
414
Brand Asset Management Group
Missouri
$351K -$2.68K -101 -0.8%
GT
415
Greenleaf Trust
Michigan
$350K +$3.63K +137 +1%
SAM
416
Securian Asset Management
Minnesota
$348K -$7.24K -273 -2%
EW
417
Element Wealth
Mississippi
$344K +$239 +9 +0.1%
ECM
418
Evergreen Capital Management
Washington
$339K -$446K -16,827 -57%
1C
419
111 Capital
France
$339K +$340K +12,832 New
GAM
420
Gotham Asset Management
New York
$333K -$5.65K -213 -2%
JTWM
421
Jackson Thornton Wealth Management
Alabama
$329K -$5.2K -196 -2%
WIA
422
World Investment Advisors
California
$328K -$2.54K -96 -0.7%
BAM
423
Belpointe Asset Management
Nevada
$328K +$329K +12,412 New
FCA
424
Fortis Capital Advisors
Kansas
$328K +$329K +12,412 New
BEW
425
Burton Enright Welch
California
$324K +$325K +12,265 New
15 16
17
18 19