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Invesco California Value Municipal Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CNWM
26
Clay Northam Wealth Management
California
$315K +$1.54K +145 +0.5%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$292K +$271K +25,543 +1,696%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$292K +$510 +48 +0.2%
Jane Street
29
Jane Street
New York
$287K +$283K +26,641 New
SWP
30
Stratos Wealth Partners
Ohio
$267K +$262K +24,700 New
Creative Planning
31
Creative Planning
Kansas
$245K
Stifel Financial
32
Stifel Financial
Missouri
$226K +$78.3K +7,372 +54%
Vanguard Capital Wealth Advisors
33
Vanguard Capital Wealth Advisors
Colorado
$216K
XT
34
XTX Topco
Cayman Islands
$206K +$203K +19,069 New
NAS
35
NWF Advisory Services
California
$197K +$10.6K +1,000 +6%
SAI
36
Savvy Advisors Inc
New York
$184K
EHC
37
Everett Harris & Co
California
$173K
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$172K +$3.04K +286 +2%
SW
39
SteelPeak Wealth
California
$170K
TIA
40
TCFG Investment Advisors
California
$145K
KA
41
Kercheville Advisors
Texas
$140K
RCM
42
RB Capital Management
Nevada
$140K +$2.46K +232 +2%
WFA
43
WestHill Financial Advisors
California
$129K
TPW
44
Tiller Private Wealth
Pennsylvania
$128K +$126K +11,894 New
TWM
45
TriaGen Wealth Management
California
$111K
EA
46
Eclectic Associates
California
$111K -$31.3K -2,943 -22%
MG
47
Mather Group
Illinois
$94.3K
US Bancorp
48
US Bancorp
Minnesota
$93.9K
HCM
49
Hollencrest Capital Management
California
$55.7K
IWC
50
Integrated Wealth Concepts
Massachusetts
$40.8K +$40.2K +3,785 New