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Invesco
IVZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
526
Clearstead Trust
Maine
$17.8K – – –
OCWP
527
Owl Creek Wealth Partners
Colorado
$16.7K +$18K +689 New
CH
528
Cromwell Holdings
Wyoming
$15.6K +$523 +20 +3%
SL
529
Salomon & Ludwin
Virginia
$15.1K – – –
BWA
530
Basecamp Wealth Advisors
Washington
$14.9K +$7.72K +295 +92%
FHC
531
First Horizon Corporation
Tennessee
$14.7K +$2.01K +77 +15%
DB
532
Danske Bank
Denmark
$12.1K -$128K -4,900 -91%
CFO
533
CVA Family Office
Colorado
$12.1K +$12.1K +461 +1,213%
DWM
534
Dogwood Wealth Management
Kansas
$12.1K +$105 +4 +0.8%
AW
535
Avion Wealth
Texas
$12K – – –
AA
536
Addison Advisors
Vermont
$11.8K -$2.09K -80 -14%
TPWA
537
Twin Peaks Wealth Advisors
California
$10.9K +$11.7K +447 New
RTL
538
Red Tortoise LLC
Georgia
$10.8K – – –
JWA
539
JFS Wealth Advisors
Pennsylvania
$10.5K +$576 +22 +5%
FFO
540
Fortitude Family Office
Arizona
$10.4K +$3.09K +118 +38%
PCM
541
Penserra Capital Management
California
$10K +$10.8K +414 New
WA
542
WPG Advisers
Maryland
$9.62K +$3.09K +118 +42%
OAJ
543
Ogorek Anthony Joseph
New York
$9K -$1.83K -70 -15%
C
544
Covestor
United Kingdom
$8K -$29.8K -1,140 -77%
GAAM
545
Guinness Atkinson Asset Management
California
$7.48K – – –
LI
546
LRI Investments
Florida
$7.34K +$7.9K +302 New
CA
547
CoreCap Advisors
Michigan
$7.17K -$8.06K -308 -51%
MNA
548
Manning & Napier Advisors
New York
$6.92K +$889 +34 +13%
SWM
549
SHP Wealth Management
Massachusetts
$6.83K +$1.86K +71 +34%
SWM
550
Spire Wealth Management
Virginia
$6.34K -$523 -20 -7%
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