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Invesco
IVZ

Name Holding Trade Value Shares
Change 		Change in
Stake
C
576
Covestor
United Kingdom
$8K -$742 -28 -8%
PGAM
577
Princeton Global Asset Management
New Jersey
$6.81K – – –
RWM
578
Rialto Wealth Management
New York
$6.81K +$2.76K +104 +68%
FMII
579
Farmers & Merchants Investments Inc
Nebraska
$6.52K – – –
A
580
Allianz
Germany
$6.52K +$6.55K +247 New
KFAS
581
Keating Financial Advisory Services
Kansas
$6.49K +$133 +5 +2%
BWAM
582
Boyd Watterson Asset Management
Ohio
$6.44K – – –
APFP
583
Action Point Financial Planning
Michigan
$6.44K +$6.55K +247 New
GWM
584
Geneos Wealth Management
Colorado
$6.41K – – –
BCWM
585
Bartlett & Co Wealth Management
Ohio
$6.28K +$610 +23 +11%
W
586
WealthCollab
Washington
$6.2K – – –
RF
587
Rossby Financial
Florida
$5.94K +$239 +9 +4%
SHIM
588
Stone House Investment Management
Pennsylvania
$5.88K – – –
MCA
589
McGuire Capital Advisors
Oklahoma
$5.81K -$242K -9,118 -98%
CPG
590
Cornerstone Planning Group
New Jersey
$5.79K +$292 +11 +6%
TCM
591
Triumph Capital Management
Colorado
$5.36K – – –
MAM
592
Marquette Asset Management
Minnesota
$4.93K – – –
UFPG
593
United Financial Planning Group
New York
$4.7K +$4.72K +178 New
WPA
594
West Paces Advisors
Georgia
$4.7K +$4.72K +178 New
TM
595
Torren Management
California
$4.65K +$318 +12 +7%
JGIA
596
Jackson Grant Investment Advisers
Connecticut
$4.51K – – –
HNB
597
Hilltop National Bank
Wyoming
$4.28K – – –
PAP
598
Persistent Asset Partners
Hong Kong
$4.04K +$4.06K +153 New
GKIM
599
GW&K Investment Management
Massachusetts
$4K -$318 -12 -7%
CCMI
600
Creative Capital Management Investments
California
$3.88K +$3.9K +147 New
22 23
24
25 26