We are live on ! Find out more
IQI icon

Invesco Quality Municipal Securities

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Dakota Wealth Management
Florida
$280K +$112K +10,000 +67%
CRC
52
Curi RMB Capital
Illinois
$244K +$244K +21,788 New
ICA
53
Infrastructure Capital Advisors
New York
$241K
MWM
54
Merriman Wealth Management
Washington
$241K +$236K +21,045 New
TC
55
TownSquare Capital
Utah
$236K +$223K +19,924 New
Creative Planning
56
Creative Planning
Kansas
$214K -$101K -9,000 -32%
MRCM
57
M&R Capital Management
New Jersey
$212K -$75.1K -6,700 -26%
WS
58
Wedbush Securities
California
$199K -$274K -24,450 -58%
AG
59
Advisor Group
Arizona
$188K +$15.8K +1,409 +9%
FCH
60
Freestone Capital Holdings
Washington
$174K +$174K +15,550 New
SP
61
Successful Portfolios
Florida
$161K
QCIG
62
Quad-Cities Investment Group
Iowa
$158K -$167K -14,853 -51%
TSS
63
Two Sigma Securities
New York
$156K +$42.1K +3,755 +37%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$151K +$151K +13,468 New
BTNA
65
Bremer Trust National Association
Minnesota
$130K
MA
66
Mutual Advisors
Nebraska
$124K
SSB
67
Sandy Spring Bank
Maryland
$119K
ATC
68
Argent Trust Co
Tennessee
$116K
GWM
69
Geneos Wealth Management
Colorado
$82K
HI
70
Hudock Inc
Pennsylvania
$80K
SWM
71
SeaCrest Wealth Management
New York
$46K
WT
72
Whittier Trust
California
$35K -$10.1K -898 -23%
Citigroup
73
Citigroup
New York
$34K
CFG
74
CKW Financial Group
Hawaii
$34K
CAC
75
Certified Advisory Corp
Florida
$26K +$381 +34 +1%