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Invesco California Value Municipal Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$264K
WT
27
Whittier Trust
California
$258K -$75.3K -6,000 -23%
CCIM
28
Chapwood Capital Investment Management
Texas
$244K +$239K +19,047 New
MCP
29
Mirador Capital Partners
California
$210K +$62.9K +5,015 +44%
HCM
30
Hollencrest Capital Management
California
$187K +$301 +24 +0.2%
EW
31
Evoke Wealth
California
$177K +$1.78K +142 +1%
LPL Financial
32
LPL Financial
California
$167K +$2.76K +220 +2%
Stifel Financial
33
Stifel Financial
Missouri
$144K -$8.8K -702 -6%
Vanguard Capital Wealth Advisors
34
Vanguard Capital Wealth Advisors
Colorado
$134K
CG
35
Cutler Group
California
$128K
FIA
36
FNY Investment Advisers
New York
$100K +$98K +7,817 New
MA
37
MUFG Americas
New York
$59K
GT
38
Glenmede Trust
Pennsylvania
$25K
ACM
39
Anfield Capital Management
California
$20K +$19.8K +1,579 New
US Bancorp
40
US Bancorp
Minnesota
$19K
ETI
41
Enterprise Trust & Investment
California
$14K
GAM
42
Gemmer Asset Management
California
$11K +$113 +9 +1%
AIP
43
Ameritas Investment Partners
Nebraska
$7K
APWM
44
Atlas Private Wealth Management
New York
$5K +$4.64K +370 New
PAM
45
Panagora Asset Management
Massachusetts
$3K +$2.97K +237 New
DADC
46
D.A. Davidson & Co
Montana
-$760K -59,299 Closed
OFG
47
OTA Financial Group
New York
-$339K -26,495 Closed
GSWM
48
Golden State Wealth Management
California
-$289K -22,540 Closed
ACA
49
Ackerman Capital Advisors
Texas
-$222K -17,281 Closed
Ameriprise
50
Ameriprise
Minnesota
-$132K -10,277 Closed