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Invesco California Value Municipal Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
First Foundation Advisors
California
$406K -$41.1K -3,432 -9%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$403K +$1.34K +112 +0.3%
Comerica Bank
28
Comerica Bank
Texas
$403K +$452K +37,700 New
LWAC
29
Laurel Wealth Advisors (California)
California
$333K +$1.5K +125 +0.4%
AA
30
AQR Arbitrage
Connecticut
$277K +$300K +25,037 New
LPL Financial
31
LPL Financial
California
$269K +$90K +7,510 +45%
MCP
32
Mirador Capital Partners
California
$236K +$2.5K +209 +1%
ACA
33
Ackerman Capital Advisors
Texas
$234K +$253K +21,140 New
RPCA
34
Running Point Capital Advisors
California
$222K +$240K +20,000 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$197K +$33.1K +2,760 +18%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$193K +$26.6K +2,215 +15%
KA
37
Kercheville Advisors
Texas
$188K
WS
38
Wedbush Securities
California
$185K +$14.4K +1,200 +8%
AWS
39
Atria Wealth Solutions
New York
$178K +$193K +16,086 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$165K +$178K +14,889 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$146K -$62.6K -5,219 -28%
DI
42
Diligent Investors
California
$142K
VCM
43
Vivaldi Capital Management
Illinois
$137K +$161K +13,457 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$134K +$145K +12,070 New
Ameriprise
45
Ameriprise
Minnesota
$123K +$1.01K +84 +0.8%
ACI
46
Alpha Cubed Investments
California
$122K
Stifel Financial
47
Stifel Financial
Missouri
$120K -$49.1K -4,099 -27%
MA
48
MKT Advisors
California
$119K
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$113K
Vanguard Capital Wealth Advisors
50
Vanguard Capital Wealth Advisors
Colorado
$110K