We are live on ! Find out more
IIM icon

Invesco Value Municipal Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$668K
SPIA
27
Steward Partners Investment Advisory
New York
$640K +$4.63K +300 +0.7%
Creative Planning
28
Creative Planning
Kansas
$580K +$40.8K +2,646 +8%
HKAM
29
Horizon Kinetics Asset Management
New York
$558K
AG
30
Advisor Group
Arizona
$538K +$83.5K +5,414 +18%
FFA
31
First Foundation Advisors
California
$534K +$81.5K +5,287 +18%
Stifel Financial
32
Stifel Financial
Missouri
$517K +$109K +7,099 +27%
WQ
33
Wealth Quarterback
New Jersey
$455K +$4.07M +263,869 New
ACA
34
Ackerman Capital Advisors
Texas
$450K +$453K +29,364 New
MRCM
35
M&R Capital Management
New Jersey
$422K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$404K -$7.71K -500 -2%
AAS
37
Avantax Advisory Services
Texas
$341K +$344K +22,300 New
LWP
38
Legacy Wealth Planning
Nevada
$316K +$318K +20,647 New
WS
39
Wedbush Securities
California
$305K +$307K +19,926 New
BS
40
Boenning & Scattergood
Pennsylvania
$289K
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$284K +$286K +18,562 New
CAN
42
Cetera Advisor Networks
California
$277K
LCM
43
Landscape Capital Management
New Jersey
$275K -$1.6M -103,998 -85%
HCM
44
Hollencrest Capital Management
California
$261K
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$253K
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$253K +$255K +16,511 New
RJA
47
Raymond James & Associates
Florida
$245K -$29.8K -1,935 -11%
US Bancorp
48
US Bancorp
Minnesota
$239K
Citadel Advisors
49
Citadel Advisors
Florida
$238K +$240K +15,553 New
DAS
50
Dynamic Advisor Solutions
Arizona
$236K +$3.85K +250 +2%