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Invesco California Value Municipal Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$297K +$291K +31,335 New
Ameriprise
27
Ameriprise
Minnesota
$273K +$91.4K +9,857 +52%
KIM
28
Karpus Investment Management
New York
$267K
MC
29
Matisse Capital
Oregon
$247K +$242K +26,088 New
AFA
30
Arlington Financial Advisors
California
$213K +$209K +22,500 New
LPL Financial
31
LPL Financial
California
$208K -$22.7K -2,451 -10%
RCM
32
RB Capital Management
Nevada
$204K -$184K -19,864 -48%
MCP
33
Mirador Capital Partners
California
$202K +$9 +1 +0%
RJA
34
Raymond James & Associates
Florida
$194K -$645K -69,623 -77%
RPCA
35
Running Point Capital Advisors
California
$190K
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$183K +$17.4K +1,881 +11%
CWP
37
Core Wealth Partners
California
$181K +$108K +11,636 New
KA
38
Kercheville Advisors
Texas
$161K
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$161K -$27.7K -2,993 -15%
ACI
40
Alpha Cubed Investments
California
$152K
EHC
41
Everett Harris & Co
California
$152K
Walleye Capital
42
Walleye Capital
New York
$139K -$51.3K -5,534 -27%
DI
43
Diligent Investors
California
$122K
MA
44
MKT Advisors
California
$115K
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$112K -$14.4K -1,557 -12%
GVAG
46
Great Valley Advisor Group
Delaware
$111K
Vanguard Capital Wealth Advisors
47
Vanguard Capital Wealth Advisors
Colorado
$94.8K
MAWCM
48
Mine & Arao Wealth Creation & Management
California
$80.1K
HCM
49
Hollencrest Capital Management
California
$48.2K -$52.7K -5,687 -53%
AP
50
Atwood & Palmer
Missouri
$19.5K +$19K +2,052 New