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Invesco Trust for Investment Grade New York Municipals
VTN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Guggenheim Capital
1
Guggenheim Capital
Illinois
USD 3.85 M +USD 856 k +60,602 +30%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
USD 2.09 M +USD 52.3 k +3,700 +3%
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
USD 1.26 M +USD 1.22 M +86,210 Nuevas
Wells Fargo
4
Wells Fargo
California
USD 1.16 M +USD 27.5 k +1,950 +3%
Invesco
5
Invesco
Georgia
USD 1.14 M +USD 106 k +7,475 +11%
UBS Group
6
UBS Group
Switzerland
USD 990 k +USD 168 k +11,913 +21%
Morgan Stanley
7
Morgan Stanley
New York
USD 875 k -USD 1.15 M -81,401 -58%
Horizon Kinetics
8
Horizon Kinetics
New York
USD 588 k -USD 2.61 k -185 -0.5%
Bank of America
9
Bank of America
North Carolina
USD 535 k +USD 420 k +29,747 +433%
LPL Financial
10
LPL Financial
California
USD 533 k +USD 269 k +19,031 +109%
Ladenburg Thalmann Financial Services
11
Ladenburg Thalmann Financial Services
Florida
USD 393 k -USD 15.8 k -1,117 -4%
Shufro Rose & Co
12
Shufro Rose & Co
New York
USD 365 k – – –
Lucas Capital Management
13
Lucas Capital Management
New Jersey
USD 328 k – – –
Laurion Capital Management
14
Laurion Capital Management
New York
USD 268 k +USD 260 k +18,374 Nuevas
Sit Investment Associates
15
Sit Investment Associates
Minnesota
USD 231 k – – –
Essex Financial Services
16
Essex Financial Services
Connecticut
USD 223 k – – –
Harbour Capital Advisors
17
Harbour Capital Advisors
Virginia
USD 210 k -USD 29.8 k -2,111 -13%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 173 k +USD 777 +55 +0.5%
Creative Planning
19
Creative Planning
Kansas
USD 162 k -USD 14.1 k -1,000 -8%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
USD 109 k – – –
MSI Financial Services
21
MSI Financial Services
Massachusetts
USD 66 k +USD 63.4 k +4,491 Nuevas
Loring Wolcott & Coolidge Fiduciary Advisors
22
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
USD 38 k +USD 36.4 k +2,578 Nuevas
Focused Wealth Management
23
Focused Wealth Management
New York
USD 28 k – – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
USD 12 k -USD 25.8 k -1,829 -70%
Joel Isaacson & Co
25
Joel Isaacson & Co
New York
USD 5 k – – –
1
2