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Invesco Quality Municipal Securities

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$25K -$25K -2,406 -50%
WT
77
Whittier Trust
California
$24K
SWM
78
Sugarloaf Wealth Management
Georgia
$19K +$270 +26 +1%
UB
79
UMB Bank
Missouri
$18K
SIS
80
Sound Income Strategies
Florida
$18K +$250 +24 +1%
AW
81
ACG Wealth
Georgia
$14K +$14K +1,346 New
FEG
82
Financial Enhancement Group
Indiana
$11K
QC
83
Quent Capital
New York
$11K +$166 +16 +1%
PA
84
Parallel Advisors
California
$11K +$11.5K +1,107 New
FMP
85
Financial Management Professionals
Texas
$10K
FHA
86
First Horizon Advisors
Tennessee
$10K
Bessemer Group
87
Bessemer Group
New Jersey
$9K -$3.08K -296 -26%
CAM
88
Costello Asset Management
Pennsylvania
$8K
GWMIA
89
Global Wealth Management Investment Advisory
Florida
$8K
HCP
90
Hexagon Capital Partners
Arkansas
$7K
FP
91
Financial Perspectives
Minnesota
$3.7K
GA
92
GoalVest Advisory
New York
$3K
PB
93
Pinnacle Bancorp
Nebraska
$3K
WT
94
Washington Trust
Rhode Island
$2K
CI
95
CX Institutional
Indiana
$2K +$2.09K +201 New
WAM
96
Wolverine Asset Management
Illinois
$2K +$2.42K +233 New
CSA
97
Cottage Street Advisors
Massachusetts
-$1.97M -173,590 Closed
KAS
98
Kestra Advisory Services
Texas
-$565K -49,868 Closed
Invesco
99
Invesco
Georgia
-$497K -43,899 Closed
LWCFA
100
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$283K -25,000 Closed