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Invesco
IVZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
576
Eastern Bank
Massachusetts
$4.23K – – –
GKIM
577
GW&K Investment Management
Massachusetts
$4K – – –
CPG
578
Cornerstone Planning Group
New Jersey
$3.94K +$977 +40 +39%
CT
579
Colonial Trust
South Carolina
$3.91K -$73 -3 -2%
WA
580
Westfuller Advisors
New York
$3.6K +$3.35K +137 New
TFA
581
Transamerica Financial Advisors
Florida
$3.39K +$1.47K +60 +87%
SWP
582
SIMA Wealth Partners
Virginia
$3.28K – – –
RWM
583
Rialto Wealth Management
New York
$3.28K +$244 +10 +9%
PWMG
584
Prestige Wealth Management Group
New Jersey
$3.1K – – –
PIS
585
POM Investment Strategies
North Carolina
$3.1K +$2.88K +118 New
TFM
586
TFC Financial Management
Massachusetts
$3.07K – – –
CLOS
587
Compagnie Lombard Odier SCmA
Switzerland
$2.89K +$2.69K +110 New
NWM
588
Nova Wealth Management
Florida
$2.63K – – –
BL
589
BFSG LLC
California
$2.63K +$2.44K +100 New
DPW
590
DiNuzzo Private Wealth
Pennsylvania
$2.55K – – –
HHMI
591
Howard Hughes Medical Institute
Maryland
$2.52K – – –
RWS
592
Retirement Wealth Solutions
Wisconsin
$2.39K +$269 +11 +14%
PWA
593
Physician Wealth Advisors
Utah
$2.37K +$928 +38 +73%
Q1WB
594
Quest 10 Wealth Builders
Virginia
$2.33K -$24 -1 -1%
1IA
595
1620 Investment Advisors
Massachusetts
$2.1K – – –
SWP
596
Strategic Wealth Partners
Ohio
$1.73K +$1.61K +66 New
RF
597
Rossby Financial
Florida
$1.6K +$855 +35 +135%
CWP
598
Clark Wealth Partners
Illinois
$1.52K – – –
T
599
Tidemark
California
$1.45K – – –
DF
600
Dunhill Financial
United Kingdom
$1.42K +$342 +14 +35%
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