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Invesco
IVZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FQ
501
First Quadrant
California
$35K – – –
KTC
502
Kistler-Tiffany Companies
Pennsylvania
$33K +$23.7K +606 +262%
EWM
503
Evercore Wealth Management
New York
$32K – – –
SF
504
Synovus Financial
Georgia
$31K -$2.42K -62 -8%
BPBT
505
Boston Private Bank & Trust
Massachusetts
$31K – – –
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$30K +$1.45K +37 +5%
PCM
507
Parsons Capital Management
Rhode Island
$29K +$28.9K +740 New
MFS
508
MSI Financial Services
Massachusetts
$26K +$18.7K +480 +281%
CAW
509
Cornerstone Advisors (Washington)
Washington
$25K +$16.8K +430 +213%
IWMPD
510
Integrated Wealth Management (Palm Desert)
California
$22K +$22.2K +568 New
TF
511
Tompkins Financial
New York
$21K +$20.7K +530 New
JIC
512
Joel Isaacson & Co
New York
$20K – – –
FNBSF
513
First National Bank Sioux Falls
South Dakota
$19K – – –
CHP
514
Cable Hill Partners
Oregon
$18K +$2.38K +61 +16%
CIA
515
Choate Investment Advisors
Massachusetts
$17.2K – – –
TFA
516
Transamerica Financial Advisors
Florida
$17K -$169K -4,326 -91%
VNA
517
Valley National Advisers
Pennsylvania
$15K +$2.42K +62 +20%
ST
518
Smithfield Trust
Pennsylvania
$14K -$118K -3,010 -89%
ASN
519
Advisory Services Network
Georgia
$13K – – –
GAM
520
Gemmer Asset Management
California
$13K – – –
PIM
521
Parasol Investment Management
Illinois
$13K – – –
SNT
522
Security National Trust
West Virginia
$13K – – –
JWA
523
JFS Wealth Advisors
Pennsylvania
$12K -$27.3K -700 -70%
SHJ
524
Sharkey, Howes & Javer
Colorado
$12K +$12.1K +310 New
DADC
525
D.A. Davidson & Co
Montana
$11K +$1.41K +36 +14%
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