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Invesco
IVZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
551
Princeton Global Asset Management
New Jersey
$6.27K – – –
TSMHT
552
Thurston Springer Miller Herd & Titak
Indiana
$6.24K +$6.72K +257 New
EWP
553
Elevation Wealth Partners
California
$6.02K +$1.39K +53 +27%
FMII
554
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
BWAM
555
Boyd Watterson Asset Management
Ohio
$5.93K – – –
GWM
556
Geneos Wealth Management
Colorado
$5.9K +$5.23K +200 +465%
KFAS
557
Keating Financial Advisory Services
Kansas
$5.85K +$340 +13 +6%
W
558
WealthCollab
Washington
$5.71K – – –
BCWM
559
Bartlett & Co Wealth Management
Ohio
$5.6K +$157 +6 +3%
SHIM
560
Stone House Investment Management
Pennsylvania
$5.42K – – –
RF
561
Rossby Financial
Florida
$5.25K +$4.05K +155 +254%
GSEP
562
Golden State Equity Partners
California
$5.12K +$5.52K +211 New
TCM
563
Triumph Capital Management
Colorado
$4.93K – – –
CA
564
Clearstead Advisors
Ohio
$4.81K -$43.3K -1,657 -89%
CPG
565
Cornerstone Planning Group
New Jersey
$4.79K +$942 +36 +25%
WA
566
Westfuller Advisors
New York
$4.79K +$1.57K +60 +44%
MAM
567
Marquette Asset Management
Minnesota
$4.54K +$4.89K +187 New
JGIA
568
Jackson Grant Investment Advisers
Connecticut
$4.15K – – –
WA
569
Whipplewood Advisors
Colorado
$4.03K +$4.34K +166 New
GKIM
570
GW&K Investment Management
Massachusetts
$4K +$811 +31 +22%
TM
571
Torren Management
California
$3.98K -$39K -1,492 -90%
HNB
572
Hilltop National Bank
Wyoming
$3.94K – – –
GBT
573
Grove Bank & Trust
Florida
$3.84K -$10.6K -405 -72%
TFA
574
Transamerica Financial Advisors
Florida
$3.83K +$732 +28 +22%
RWM
575
Rialto Wealth Management
New York
$3.74K +$759 +29 +23%
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