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Invesco California Value Municipal Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$295K +$40.2K +4,305 +14%
Ameriprise
27
Ameriprise
Minnesota
$256K +$14.9K +1,600 +6%
FPCP
28
Fort Point Capital Partners
California
$252K +$143K +15,334 +105%
LCM
29
Landscape Capital Management
New Jersey
$250K +$1.92K +205 +0.7%
CNWM
30
Clay Northam Wealth Management
California
$245K
MC
31
Matisse Capital
Oregon
$220K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$195K -$103K -11,066 -32%
AFA
33
Arlington Financial Advisors
California
$190K
RCM
34
Rivernorth Capital Management
Florida
$188K +$208K +22,266 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$170K
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$165K +$183K +19,620 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$163K -$56K -6,000 -24%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$161K +$2.28K +244 +1%
KA
39
Kercheville Advisors
Texas
$143K
Vanguard Group
40
Vanguard Group
Pennsylvania
$142K
EHC
41
Everett Harris & Co
California
$135K
ACI
42
Alpha Cubed Investments
California
$135K
WAM
43
Wolverine Asset Management
Illinois
$127K +$140K +15,015 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$113K +$125K +13,369 New
DI
45
Diligent Investors
California
$108K
RCM
46
RB Capital Management
Nevada
$104K -$67.8K -7,263 -37%
MCP
47
Mirador Capital Partners
California
$99.2K
GVAG
48
Great Valley Advisor Group
Delaware
$98.9K
MA
49
MKT Advisors
California
$97.4K
KWA
50
Kingswood Wealth Advisors
California
$95.2K +$106K +11,297 New