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Invesco
IVZ

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
401
Aspire Private Capital
North Carolina
$107K +$127K +6,367 New
QI
402
QS Investors
New York
$89K – – –
WAM
403
Wealthspire Advisors (Maryland)
Maryland
$87K +$65.7K +3,285 +171%
BAM
404
Bruderman Asset Management
New York
$84K +$100K +5,000 New
DSC
405
Duncker Streett & Co
Missouri
$81K +$660 +33 +0.7%
KA
406
Kintegral Advisory
New York
$79K +$94.4K +4,715 New
PCG
407
Private Capital Group
Connecticut
$73K -$55.9K -2,791 -39%
RIM
408
Rampart Investment Management
Connecticut
$66K -$352K -17,591 -82%
ONST
409
Old North State Trust
North Carolina
$62K +$31.2K +1,557 +71%
BHWM
410
Bay Harbor Wealth Management
Maryland
$60K +$71.4K +3,570 New
NIT
411
NumerixS Investment Technologies
British Columbia, Canada
$60K +$72K +3,600 New
NCM
412
Nelson Capital Management
California
$57K -$3.94M -196,856 -98%
FHB
413
First Hawaiian Bank
Hawaii
$56K -$132K -6,580 -66%
IUHSA
414
Itau Unibanco Holding S.A.
Brazil
$55K -$9.49K -474 -13%
SCM
415
Silvant Capital Management
Georgia
$54K – – –
OIA
416
OneDigital Investment Advisors
Kansas
$53K +$63.4K +3,167 New
SFA
417
Semmax Financial Advisors
North Carolina
$52K +$62.5K +3,121 New
OC
418
Oakworth Capital
Alabama
$48K +$13.4K +670 +30%
FDCDDQ
419
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.4K -$14.9K -745 -22%
LNB
420
Ledyard National Bank
$43K -$103K -5,165 -67%
GWMIA
421
Global Wealth Management Investment Advisory
Florida
$43K +$51.9K +2,592 New
RA
422
Rational Advisors
New York
$42K +$40.8K +2,040 +411%
GRP
423
Global Retirement Partners
California
$40K -$7.88K -394 -14%
IC
424
Inscription Capital
Texas
$40K +$47.3K +2,366 New
FCA
425
FinTrust Capital Advisors
South Carolina
$40K +$47.8K +2,390 New
15 16
17
18 19