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Invesco Mortgage Capital

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
201
Willingdon Wealth Management
North Carolina
$18K – – –
AS
202
Altshuler Shaham
Israel
$16K -$322 -2 -2%
FANJ
203
Financial Architects (New Jersey)
New Jersey
$16K – – –
OIA
204
Optimum Investment Advisors
Illinois
$16K – – –
SWA
205
Sutton Wealth Advisors
Florida
$13.6K +$13.5K +84 New
IF
206
Ironwood Financial
Arizona
$13K +$322 +2 +2%
PCP
207
Proficio Capital Partners
Massachusetts
$11K +$9.66K +60 +1,000%
PFO
208
Pathstone Family Office
New Jersey
$8K +$8.21K +51 New
CAGAS
209
Capital Advisory Group Advisory Services
Minnesota
$6K – – –
CFA
210
Carroll Financial Associates
North Carolina
$5K +$5.63K +35 New
APA
211
American Portfolios Advisors
New York
$4.48K – – –
QCIG
212
Quad-Cities Investment Group
Iowa
$4K – – –
TFO
213
Tarbox Family Office
California
$4K +$3.7K +23 New
WIM
214
Westside Investment Management
California
$4K +$4.83K +30 New
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
HGWM
216
Harvest Group Wealth Management
Massachusetts
$3K – – –
TFS
217
TrustCore Financial Services
Tennessee
$3K – – –
PFBT
218
Parkside Financial Bank & Trust
Missouri
$2K – – –
SPIA
219
Steward Partners Investment Advisory
New York
$2K +$2.09K +13 New
BCA
220
Berman Capital Advisors
Georgia
$1K – – –
PCG
221
Private Capital Group
Connecticut
$1K – – –
Nordea Investment Management
222
Nordea Investment Management
Sweden
– -$3.14M -19,871 Closed
CAM
223
ClariVest Asset Management
California
– -$3.2M -19,870 -100%
RA
224
Rational Advisors
New York
– -$2.87M -18,139 Closed
TCM
225
Tuttle Capital Management
Connecticut
– -$2.87M -18,139 Closed