Snapshot holdings
#
1Cordant, Inc.$11.2M
2Redhawk Wealth Advisors, Inc.$10.7M
3Gladwyn Financial Advisors, Inc.$4.7M
4FIDUCIARY FINANCIAL GROUP, LLC$1.0M
5Sunpointe, LLC$850.8K
6Wealthcare Advisory Partners LLC$840.2K
7FIRST HORIZON CORP$795.3K
8Cardinal Point Capital Management ULC$545.2K
9Mesirow Financial Investment Management, Inc.$522.7K
10PFG Investments, LLC$488.3K
11Ballentine Partners, LLC$477.7K
12J.W. COLE ADVISORS, INC.$438.2K
13American State Bank (Iowa)$407.4K
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$382.0K
15LAUREL OAK WEALTH MANAGEMENT, LLC$362.4K
16Opus Financial Solutions LLC$346.7K
17FSM Wealth Advisors, LLC$335.9K
18Runnymede Capital Advisors, Inc.$325.3K
19Innova Wealth Partners$323.0K
20AdvisorNet Financial, Inc$312.8K
21Avondale Wealth Management$275.9K
22Maltin Wealth Management, Inc.$269.9K
23CHAPIN DAVIS, INC.$259.7K
24True North Advisors, LLC$244.5K
25FIFTH THIRD SECURITIES, INC.$233.4K
26Versant Capital Management, Inc$215.1K
27IFP Advisors, Inc$211.4K
28Blue Trust, Inc.$130.9K
29FIDUCIARY ADVISORS, INC.$124.9K
30INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$116.8K
31Granite FO LLC$81.4K
32Spire Wealth Management$75.3K
33WEBSTER BANK, N. A.$65.8K
34CoreCap Advisors, LLC$57.0K
35Farther Finance Advisors, LLC$54.1K
36Strategic Investment Solutions, Inc. /IL$31.5K
37SOA Wealth Advisors, LLC.$20.0K
38Signature Resources Capital Management, LLC$12.6K
39ARMSTRONG ADVISORY GROUP, INC$8.0K
40TRUST CO OF TOLEDO NA /OH/$6.6K
41LANARK FINANCIAL, INC.$5.3K
42Noble Wealth Management PBC$4.7K
43Abound Wealth Management$2.7K
44Key FInancial Inc$2.5K
45Cape Investment Advisory, Inc.$267
46TSFG, LLC$7
Manager changes
#
1+$8.2M
2+$850.8K
3+$325.3K
4+$244.5K
5+$233.4K
6+$87.5K
7+$73.7K
8+$71.7K
9+$59.4K
10+$20.3K
11+$19.4K
12+$12.6K
13+$267
14
TSFG, LLC
$0
15-$208
16-$215
17-$229
18-$351
19-$400
20-$458
21-$687
22-$1.7K
23-$2.2K
24-$2.7K
25-$2.9K
26-$3.2K
27-$5.7K
28-$7.0K
29-$9.4K
30-$11.2K
31-$18.5K
32-$21.4K
33-$21.5K
34-$22.3K
35-$23.2K
36-$25.1K
37-$26.9K
38-$27.7K
39-$28.4K
40-$30.6K
41-$35.0K
42-$37.6K
43-$41.0K
44-$46.8K
45-$72.4K
46-$85.2K
47-$88.3K
48-$105.1K
49-$180.0K
50-$198.5K
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Filing Research | INVESCO DB COMMDY INDX TRCK Institutional Holdings