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Invesco
IVZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
451
Smartleaf Asset Management
Massachusetts
$5.17K -$8.86K -617 -65%
AWM
452
Activest Wealth Management
Florida
$5.06K +$4.61K +321 New
AAS
453
Ameritas Advisory Services
Nebraska
$4.97K +$4.52K +315 New
CIA
454
Cape Investment Advisory
Georgia
$4.76K +$1.18K +82 +37%
SSG
455
Summit Securities Group
New York
$4.75K -$34.3K -2,387 -89%
FFO
456
Fortitude Family Office
Arizona
$4.27K -$1.95K -136 -33%
BWAM
457
Boyd Watterson Asset Management
Ohio
$4.21K – – –
PGAM
458
Princeton Global Asset Management
New Jersey
$4.07K +$3.71K +258 New
FMII
459
Farmers & Merchants Investments Inc
Nebraska
$3.9K – – –
TSMHT
460
Thurston Springer Miller Herd & Titak
Indiana
$3.77K +$43 +3 +1%
W
461
WealthCollab
Washington
$3.71K – – –
JWA
462
JFS Wealth Advisors
Pennsylvania
$3.64K -$2.07K -144 -38%
WTFG
463
Wood Tarver Financial Group
Idaho
$3K – – –
CT
464
Colonial Trust
South Carolina
$3K +$2.73K +190 New
OP
465
ORG Partners
Indiana
$2.78K +$819 +57 +50%
JGIA
466
Jackson Grant Investment Advisers
Connecticut
$2.7K – – –
HNB
467
Hilltop National Bank
Wyoming
$2.56K +$2.33K +162 New
EB
468
Eastern Bank
Massachusetts
$2.54K – – –
HT
469
Headlands Technologies
Illinois
$2.33K -$136K -9,448 -98%
SC
470
SouthState Corp
Florida
$2.18K -$2.53K -176 -56%
GM
471
GeoWealth Management
Illinois
$2.03K +$1.85K +129 New
GKIM
472
GW&K Investment Management
Massachusetts
$2K +$388 +27 +24%
GRP
473
Global Retirement Partners
California
$1.99K +$1.81K +126 New
SWP
474
SIMA Wealth Partners
Virginia
$1.97K – – –
CTC
475
Central Trust Company
Missouri
$1.94K – – –
17 18
19
20 21