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
$252K -$21K -1,700 -8%
SBH
52
Segall Bryant & Hamill
Illinois
$248K
FM
53
Family Management
New York
$240K
Truist Financial
54
Truist Financial
North Carolina
$239K +$239K +19,316 New
RIG
55
Ramiah Investment Group
Wisconsin
$212K -$59.1K -4,779 -22%
MA
56
Mutual Advisors
Nebraska
$210K
MRCM
57
M&R Capital Management
New Jersey
$208K
FCA
58
FinTrust Capital Advisors
South Carolina
$188K
SP
59
Successful Portfolios
Florida
$173K
QCIG
60
Quad-Cities Investment Group
Iowa
$171K +$1.41K +114 +0.8%
Creative Planning
61
Creative Planning
Kansas
$162K -$88.7K -7,171 -35%
BI
62
Bramshill Investments
Florida
$148K -$76.5K -6,187 -34%
FWM
63
Fairhaven Wealth Management
Illinois
$148K
RCA
64
Ranch Capital Advisors
Florida
$146K
BBNA
65
Bremer Bank National Association
Minnesota
$143K
LOPW
66
Live Oak Private Wealth
North Carolina
$130K
ATC
67
Argent Trust Co
Tennessee
$128K
SSB
68
Sandy Spring Bank
Maryland
$62K
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$59K
US Bancorp
70
US Bancorp
Minnesota
$50K
NNP
71
Nachman Norwood & Parrott
South Carolina
$50K +$49.7K +4,017 New
FA
72
Financial Advantage
Maryland
$49K
SPIA
73
Steward Partners Investment Advisory
New York
$48K +$2.03K +164 +4%
Citigroup
74
Citigroup
New York
$38K
WT
75
Whittier Trust
California
$38K