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Invesco
IVZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
451
Ellevest Inc
New York
$47K +$5.54K +247 +15%
QCG
452
Quadrant Capital Group
Ohio
$44K +$448 +20 +1%
ADL
453
Asset Dedication LLC
California
$43K – – –
OCM
454
Orion Capital Management
California
$43K – – –
EFSCE
455
Enterprise Financial Services Corp (EFSC)
Missouri
$42K – – –
APA
456
American Portfolios Advisors
New York
$41.3K +$7.87K +351 +27%
FNBOSM
457
First National Bank of South Miami
Florida
$41K +$36.6K +1,631 New
FHA
458
First Horizon Advisors
Tennessee
$38K +$33.8K +1,509 +2,602%
HS
459
Horan Securities
United States
$35K +$23.3K +1,039 +282%
PFA
460
Professional Financial Advisors
Nebraska
$34K – – –
GRP
461
Global Retirement Partners
California
$33K -$21.3K -950 -42%
ONST
462
Old North State Trust
North Carolina
$32K – – –
SIS
463
Sound Income Strategies
Florida
$28.5K -$135 -6 -0.5%
PFGIA
464
Patriot Financial Group Insurance Agency
Massachusetts
$27K -$4.49K -200 -16%
GCM
465
Gables Capital Management
Florida
$26K – – –
PFBT
466
Parkside Financial Bank & Trust
Missouri
$26K +$1.34K +60 +6%
CIR
467
Clear Investment Research
Georgia
$25K -$4.49K -200 -17%
VFA
468
Valeo Financial Advisors
Indiana
$25K – – –
CFGS
469
Concourse Financial Group Securities
Alabama
$24K – – –
SWM
470
Sugarloaf Wealth Management
Georgia
$24K – – –
AF
471
Advisornet Financial
Minnesota
$22K -$448 -20 -2%
OC
472
Oakworth Capital
Alabama
$22K – – –
WT
473
Whittier Trust
California
$22K – – –
CT
474
Caldwell Trust
Florida
$21.4K – – –
CB
475
CNB Bank
Pennsylvania
$21K – – –
17 18
19
20 21