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Invesco
IVZ

Name Holding Trade Value Shares
Change 		Change in
Stake
KG
576
Kilter Group
New York
$3.55K -$785 -30 -17%
CT
577
Colonial Trust
South Carolina
$3.25K -$392 -15 -10%
AA
578
Ancora Advisors
Ohio
$3.13K -$13.5K -517 -80%
SIM
579
Synergy Investment Management
Florida
$3.13K +$3.38K +129 New
SWP
580
SIMA Wealth Partners
Virginia
$3.04K – – –
PWMG
581
Prestige Wealth Management Group
New Jersey
$2.87K – – –
PIS
582
POM Investment Strategies
North Carolina
$2.87K – – –
CLOS
583
Compagnie Lombard Odier SCmA
Switzerland
$2.67K – – –
BFS
584
Bare Financial Services
Pennsylvania
$2.62K +$2.83K +108 New
RWS
585
Retirement Wealth Solutions
Wisconsin
$2.55K +$366 +14 +15%
BL
586
BFSG LLC
California
$2.43K – – –
DPW
587
DiNuzzo Private Wealth
Pennsylvania
$2.36K – – –
PWA
588
Physician Wealth Advisors
Utah
$2.19K – – –
Q1WB
589
Quest 10 Wealth Builders
Virginia
$2.15K – – –
1IA
590
1620 Investment Advisors
Massachusetts
$1.94K – – –
AT
591
Arlington Trust
Alabama
$1.9K +$2.04K +78 New
AUB
592
Atlantic Union Bankshares
Virginia
$1.8K +$1.94K +74 New
SSG
593
Summit Securities Group
New York
$1.77K -$25.9K -989 -93%
DF
594
Dunhill Financial
United Kingdom
$1.61K +$314 +12 +22%
SWP
595
Strategic Wealth Partners
Ohio
$1.6K – – –
T
596
Tidemark
California
$1.6K +$288 +11 +20%
BWL
597
Bogart Wealth LLC
Virginia
$1.51K +$1.62K +62 New
PWA
598
Principia Wealth Advisory
Texas
$1.48K +$262 +10 +20%
BHWM
599
Bay Harbor Wealth Management
Maryland
$1.48K +$497 +19 +45%
RFS
600
Richardson Financial Services
Massachusetts
$1.46K +$1.57K +60 New
22 23
24
25 26