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Invesco
IVZ

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
551
Ogorek Anthony Joseph
New York
$12K -$4.2K -172 -27%
RTL
552
Red Tortoise LLC
Georgia
$11.7K – – –
JWA
553
JFS Wealth Advisors
Pennsylvania
$10.8K +$3.98K +163 +66%
CTC
554
Central Trust Company
Missouri
$10.1K +$6.35K +260 +211%
BWA
555
Basecamp Wealth Advisors
Washington
$8.41K +$7.82K +320 New
GAAM
556
Guinness Atkinson Asset Management
California
$8.27K +$7.52K +308 New
FFO
557
Fortitude Family Office
Arizona
$8.2K +$708 +29 +10%
SWM
558
Spire Wealth Management
Virginia
$7.38K +$5.37K +220 +361%
WA
559
WPG Advisers
Maryland
$7.3K -$3.3K -135 -33%
MNA
560
Manning & Napier Advisors
New York
$6.96K +$6.42K +263 New
SA
561
Strategic Advocates
Utah
$6.85K +$2.78K +114 +79%
PGAM
562
Princeton Global Asset Management
New Jersey
$6.78K – – –
FMII
563
Farmers & Merchants Investments Inc
Nebraska
$6.49K – – –
BWAM
564
Boyd Watterson Asset Management
Ohio
$6.41K -$562 -23 -9%
W
565
WealthCollab
Washington
$6.17K – – –
KFAS
566
Keating Financial Advisory Services
Kansas
$5.99K +$5.57K +228 New
OP
567
ORG Partners
Indiana
$5.91K +$464 +19 +9%
SHIM
568
Stone House Investment Management
Pennsylvania
$5.86K +$269 +11 +5%
SWM
569
SHP Wealth Management
Massachusetts
$5.52K +$5.13K +210 New
BCWM
570
Bartlett & Co Wealth Management
Ohio
$5.49K – – –
TCM
571
Triumph Capital Management
Colorado
$5.33K +$4.96K +203 New
EWP
572
Elevation Wealth Partners
California
$5.12K +$2.22K +91 +88%
KG
573
Kilter Group
New York
$4.62K +$3K +123 +232%
JGIA
574
Jackson Grant Investment Advisers
Connecticut
$4.49K – – –
HNB
575
Hilltop National Bank
Wyoming
$4.26K – – –
21 22
23
24 25