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Invesco California Value Municipal Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CNWM
26
Clay Northam Wealth Management
California
$295K -$29.7K -3,014 -9%
KIM
27
Karpus Investment Management
New York
$284K -$1.97K -200 -0.7%
LPL Financial
28
LPL Financial
California
$280K +$54.7K +5,545 +25%
MC
29
Matisse Capital
Oregon
$265K
RJA
30
Raymond James & Associates
Florida
$241K +$31.6K +3,200 +16%
AFA
31
Arlington Financial Advisors
California
$229K
RCM
32
RB Capital Management
Nevada
$222K +$2.24K +227 +1%
MCP
33
Mirador Capital Partners
California
$217K
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$213K +$39.5K +4,006 +24%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$199K +$76.7K +7,777 +66%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$192K -$4.27K -433 -2%
KA
37
Kercheville Advisors
Texas
$173K
EHC
38
Everett Harris & Co
California
$163K
ACI
39
Alpha Cubed Investments
California
$163K
VF
40
Virtu Financial
New York
$140K +$136K +13,748 New
DI
41
Diligent Investors
California
$131K
GVAG
42
Great Valley Advisor Group
Delaware
$119K
MA
43
MKT Advisors
California
$118K
LCM
44
Landscape Capital Management
New Jersey
$109K -$284K -28,809 -73%
Vanguard Capital Wealth Advisors
45
Vanguard Capital Wealth Advisors
Colorado
$102K
JP Morgan Chase
46
JP Morgan Chase
New York
$88K +$85.5K +8,672 New
MAWCM
47
Mine & Arao Wealth Creation & Management
California
$85.9K
HCM
48
Hollencrest Capital Management
California
$52K +$286 +29 +0.6%
US Bancorp
49
US Bancorp
Minnesota
$14.8K
BAM
50
Belpointe Asset Management
Nevada
$4.79K