We are live on ! Find out more
VCV icon

Invesco California Value Municipal Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
26
Mariner Independent Advisor Network
Kansas
$245K +$1.2K +85 +0.5%
KA
27
Kercheville Advisors
Texas
$235K
Stifel Financial
28
Stifel Financial
Missouri
$224K -$44K -3,129 -16%
LWAC
29
Laurel Wealth Advisors (California)
California
$217K -$209K -14,886 -49%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$217K -$7.03K -500 -3%
WS
31
Wedbush Securities
California
$211K -$61.2K -4,350 -22%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$209K +$213K +15,180 New
MCP
33
Mirador Capital Partners
California
$195K +$1.69K +120 +0.9%
DI
34
Diligent Investors
California
$179K
GSEP
35
Golden State Equity Partners
California
$168K +$171K +12,137 New
ACI
36
Alpha Cubed Investments
California
$152K
MA
37
Mutual Advisors
Nebraska
$147K +$150K +10,687 New
HighTower Advisors
38
HighTower Advisors
Illinois
$147K +$151K +10,734 New
Vanguard Capital Wealth Advisors
39
Vanguard Capital Wealth Advisors
Colorado
$144K
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$140K +$1.46K +104 +1%
PPW
41
Pasadena Private Wealth
California
$138K +$141K +10,000 New
WT
42
Whittier Trust
California
$135K -$146K -10,392 -52%
MAM
43
McCarthy Asset Management
California
$135K
CCM
44
Covington Capital Management
California
$126K +$128K +9,104 New
US Bancorp
45
US Bancorp
Minnesota
$48K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$18K
LWM
47
Liberty Wealth Management
California
$17K
GAM
48
Gemmer Asset Management
California
$13K +$127 +9 +1%
WWMSC
49
Wagner Wealth Management (South Carolina)
South Carolina
$11K
ETI
50
Enterprise Trust & Investment
California
$6K