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Invesco
IVZ

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
501
Krilogy Financial
Missouri
$13K – – –
CAG
502
Crestwood Advisors Group
Massachusetts
$13K +$12.5K +400 New
GAM
503
Gemmer Asset Management
California
$12K +$781 +25 +7%
HA
504
Harfst & Associates
Wyoming
$12K +$12.5K +399 New
HCA
505
Harbour Capital Advisors
Virginia
$11.5K +$11.7K +375 New
WPA
506
West Paces Advisors
Georgia
$11.3K – – –
ST
507
Smithfield Trust
Pennsylvania
$11K – – –
BWM
508
Baystate Wealth Management
Massachusetts
$11K +$1.03K +33 +10%
OFW
509
Omnia Family Wealth
Florida
$10K -$1.09K -35 -9%
PMFA
510
Plante Moran Financial Advisors
Michigan
$10K +$63 +2 +0.6%
PK
511
Pflug Koory
Nebraska
$9K – – –
VNA
512
Valley National Advisers
Pennsylvania
$9K – – –
ZB
513
Zions Bancorporation
Utah
$9K +$313 +10 +4%
PSUF
514
People's United Financial
Connecticut
$8K -$762K -24,366 -99%
CFA
515
Carroll Financial Associates
North Carolina
$8K – – –
FPFS
516
First Personal Financial Services
North Carolina
$7K – – –
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$6K -$53.9K -1,723 -91%
TFO
518
Tarbox Family Office
California
$6K – – –
WA
519
WealthTrust-Arizona
Arizona
$6K – – –
TCM
520
Tradewinds Capital Management
Washington
$6K +$6.06K +194 New
OC
521
Oakworth Capital
Alabama
$5K -$625 -20 -11%
FMT
522
First Mercantile Trust
Tennessee
$5K – – –
PFBT
523
Parkside Financial Bank & Trust
Missouri
$5K +$938 +30 +25%
BBHC
524
Brown Brothers Harriman & Co
New York
$5K +$4.69K +150 New
CHP
525
Cable Hill Partners
Oregon
$4K – – –
19 20
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