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Invesco California Value Municipal Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
KW
26
KWB Wealth
California
$253K -$263K -25,700 -48%
KIM
27
Karpus Investment Management
New York
$253K +$288K +28,123 New
LPL Financial
28
LPL Financial
California
$219K -$20.4K -1,988 -8%
MCP
29
Mirador Capital Partners
California
$192K -$10 -1 -0%
Walleye Capital
30
Walleye Capital
New York
$182K +$207K +20,225 New
RPCA
31
Running Point Capital Advisors
California
$180K
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$179K +$51.3K +5,009 +34%
Ameriprise
33
Ameriprise
Minnesota
$170K
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$156K
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$155K +$176K +17,189 New
KA
36
Kercheville Advisors
Texas
$153K
WS
37
Wedbush Securities
California
$150K
ACI
38
Alpha Cubed Investments
California
$144K
EHC
39
Everett Harris & Co
California
$144K +$165K +16,059 New
Mariner
40
Mariner
Kansas
$123K +$140K +13,639 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$120K -$28.2K -2,755 -17%
DI
42
Diligent Investors
California
$116K
GVAG
43
Great Valley Advisor Group
Delaware
$106K
MA
44
MKT Advisors
California
$105K
VCM
45
Vivaldi Capital Management
Illinois
$99K -$20.6K -2,006 -15%
HCM
46
Hollencrest Capital Management
California
$97K -$762K -74,369 -87%
Stifel Financial
47
Stifel Financial
Missouri
$93K +$106K +10,310 New
CFG
48
Cooper Financial Group
California
$91K +$1.29K +126 +1%
Jane Street
49
Jane Street
New York
$91K +$104K +10,171 New
RJFSA
50
Raymond James Financial Services Advisors
Florida
$90K -$41K -4,000 -29%