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Invesco Value Municipal Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$875K +$545K +36,544 +159%
Invesco
27
Invesco
Georgia
$820K +$323K +21,679 +64%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$814K +$62.8K +4,210 +8%
AA
29
AQR Arbitrage
Connecticut
$758K -$1.5M -100,411 -66%
6M
30
6 Meridian
Kansas
$708K -$81.4K -5,458 -10%
WQ
31
Wealth Quarterback
New Jersey
$686K
GVAG
32
Great Valley Advisor Group
Delaware
$641K
PWS
33
Private Wealth Strategies
Ohio
$639K +$10.1K +675 +2%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$602K +$378K +25,331 +163%
Goldman Sachs
35
Goldman Sachs
New York
$591K -$461K -30,912 -43%
SPIA
36
Steward Partners Investment Advisory
New York
$555K -$69.5K -4,660 -11%
Truist Financial
37
Truist Financial
North Carolina
$542K -$44.7K -3,000 -8%
HKAM
38
Horizon Kinetics Asset Management
New York
$532K
DWM
39
Dakota Wealth Management
Florida
$519K -$29.8K -2,000 -5%
FFA
40
First Foundation Advisors
California
$502K -$51.5K -3,454 -9%
Stifel Financial
41
Stifel Financial
Missouri
$465K +$280K +18,769 +146%
CNBTD
42
Citizens National Bank Trust Department
Mississippi
$435K
LWP
43
Legacy Wealth Planning
Nevada
$393K +$90.5K +6,070 +29%
Creative Planning
44
Creative Planning
Kansas
$374K -$318K -21,291 -46%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$323K +$9.71K +651 +3%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$320K +$324K +21,723 New
WS
47
Wedbush Securities
California
$317K -$4.65K -312 -1%
WMG
48
WESCAP Management Group
California
$312K +$10.3K +692 +3%
BS
49
Boenning & Scattergood
Pennsylvania
$307K
ACA
50
Ackerman Capital Advisors
Texas
$259K +$23.3K +1,559 +10%