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Invesco
IVZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
551
Spire Wealth Management
Virginia
$6.34K -$523 -20 -7%
PGAM
552
Princeton Global Asset Management
New Jersey
$6.27K – – –
TSMHT
553
Thurston Springer Miller Herd & Titak
Indiana
$6.24K +$6.72K +257 New
EWP
554
Elevation Wealth Partners
California
$6.02K +$1.39K +53 +27%
FMII
555
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
BWAM
556
Boyd Watterson Asset Management
Ohio
$5.93K – – –
GWM
557
Geneos Wealth Management
Colorado
$5.9K +$5.23K +200 +465%
KFAS
558
Keating Financial Advisory Services
Kansas
$5.85K +$340 +13 +6%
W
559
WealthCollab
Washington
$5.71K – – –
BCWM
560
Bartlett & Co Wealth Management
Ohio
$5.6K +$157 +6 +3%
SHIM
561
Stone House Investment Management
Pennsylvania
$5.42K – – –
RF
562
Rossby Financial
Florida
$5.25K +$4.05K +155 +254%
GSEP
563
Golden State Equity Partners
California
$5.12K +$5.52K +211 New
TCM
564
Triumph Capital Management
Colorado
$4.93K – – –
CA
565
Clearstead Advisors
Ohio
$4.81K -$43.3K -1,657 -89%
CPG
566
Cornerstone Planning Group
New Jersey
$4.79K +$942 +36 +25%
WA
567
Westfuller Advisors
New York
$4.79K +$1.57K +60 +44%
MAM
568
Marquette Asset Management
Minnesota
$4.54K +$4.89K +187 New
JGIA
569
Jackson Grant Investment Advisers
Connecticut
$4.15K – – –
WA
570
Whipplewood Advisors
Colorado
$4.03K +$4.34K +166 New
GKIM
571
GW&K Investment Management
Massachusetts
$4K +$811 +31 +22%
TM
572
Torren Management
California
$3.98K -$39K -1,492 -90%
HNB
573
Hilltop National Bank
Wyoming
$3.94K – – –
GBT
574
Grove Bank & Trust
Florida
$3.84K -$10.6K -405 -72%
TFA
575
Transamerica Financial Advisors
Florida
$3.83K +$732 +28 +22%
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