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Invesco California Value Municipal Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$434K +$480K +38,280 New
LCM
27
Landscape Capital Management
New Jersey
$373K -$124K -9,932 -23%
Goldman Sachs
28
Goldman Sachs
New York
$363K +$401K +32,014 New
LWAC
29
Laurel Wealth Advisors (California)
California
$340K +$1.39K +111 +0.4%
RJA
30
Raymond James & Associates
Florida
$337K +$78.6K +6,268 +27%
MA
31
MUFG Americas
New York
$334K +$311K +24,845 +538%
ACA
32
Ackerman Capital Advisors
Texas
$317K +$351K +28,000 New
LPL Financial
33
LPL Financial
California
$306K +$175K +13,965 +107%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$290K +$62.7K +5,000 +24%
WAM
35
Wolverine Asset Management
Illinois
$259K -$218K -17,407 -43%
COF
36
Capital One Financial
Virginia
$244K +$270K +21,533 New
EWM
37
Edge Wealth Management
New York
$239K
OFG
38
OTA Financial Group
New York
$231K +$256K +20,463 New
WT
39
Whittier Trust
California
$228K
DWM
40
Dakota Wealth Management
Florida
$216K +$239K +19,100 New
MCP
41
Mirador Capital Partners
California
$186K +$301 +24 +0.1%
EWF
42
Epstein & White Financial
California
$167K +$185K +14,729 New
EW
43
Evoke Wealth
California
$158K +$1.8K +144 +1%
FAAS
44
First Allied Advisory Services
California
$157K +$173K +13,840 New
CFG
45
Cooper Financial Group
California
$147K +$162K +12,936 New
Stifel Financial
46
Stifel Financial
Missouri
$128K
ACI
47
Alpha Cubed Investments
California
$125K +$138K +11,000 New
SIA
48
Sit Investment Associates
Minnesota
$113K +$125K +10,000 New
TWA
49
TCI Wealth Advisors
Arizona
$91K +$101K +8,032 New
FIA
50
FNY Investment Advisers
New York
$56K -$35.3K -2,817 -36%