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Invesco Quality Municipal Securities

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
76
Bar Harbor Wealth Management
New Hampshire
$132K
FIB
77
First Interstate Bank
Montana
$123K
NWMP
78
Noble Wealth Management PBC
Colorado
$123K +$126K +12,500 New
KA
79
Kercheville Advisors
Texas
$108K
SP
80
Successful Portfolios
Florida
$107K -$25K -2,475 -19%
LOPW
81
Live Oak Private Wealth
North Carolina
$103K
CB
82
Commerce Bank
Missouri
$102K
WAM
83
Worth Asset Management
Texas
$102K +$104K +10,300 New
FAG
84
Fortitude Advisory Group
Washington
$101K +$104K +10,280 New
AF
85
Atala Financial
California
$101K +$103K +10,220 New
PFA
86
Petra Financial Advisors
Colorado
$98.6K
SPIA
87
Steward Partners Investment Advisory
New York
$92.4K +$1.77K +175 +2%
CFB
88
Cullen/Frost Bankers
Texas
$52.5K
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$44K +$4.82K +478 +12%
S
90
SignatureFD
Georgia
$43K +$44K +4,361 New
US Bancorp
91
US Bancorp
Minnesota
$42.4K
Citigroup
92
Citigroup
New York
$30.2K
MCM
93
MAI Capital Management
Ohio
$27.7K +$28.4K +2,811 New
QC
94
Quent Capital
New York
$23.4K +$444 +44 +2%
SIS
95
Sound Income Strategies
Florida
$19.9K +$383 +38 +2%
OWP
96
ORG Wealth Partners
Texas
$16.9K
SWM
97
Spire Wealth Management
Virginia
$12.8K
PWA
98
Provenance Wealth Advisors
Florida
$11.4K
CW
99
Curio Wealth
Maryland
$10.8K +$11K +1,091 New
FHA
100
First Horizon Advisors
Tennessee
$9.86K