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Invesco California Value Municipal Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
26
Vivaldi Capital Management
Illinois
$420K -$3.26K -333 -0.8%
RJA
27
Raymond James & Associates
Florida
$411K -$19.6K -2,000 -5%
CWP
28
Core Wealth Partners
California
$407K
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$400K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$315K +$70.9K +7,255 +30%
CNWM
31
Clay Northam Wealth Management
California
$289K
Ameriprise
32
Ameriprise
Minnesota
$274K -$42.6K -4,361 -14%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$266K +$60K +6,132 +30%
MC
34
Matisse Capital
Oregon
$260K
TJHA
35
Thomas J. Herzfeld Advisors
Florida
$242K +$116K +11,890 +96%
VF
36
Virtu Financial
New York
$202K +$199K +20,304 New
Mariner
37
Mariner
Kansas
$199K
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$195K
Nomura Holdings
39
Nomura Holdings
Japan
$176K +$173K +17,700 New
CA
40
Cetera Advisors
Colorado
$173K +$170K +17,352 New
KA
41
Kercheville Advisors
Texas
$169K
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$169K -$6.94K -710 -4%
EHC
43
Everett Harris & Co
California
$160K
Citadel Advisors
44
Citadel Advisors
Florida
$155K +$152K +15,588 New
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$151K -$13.9K -1,420 -9%
Vanguard Capital Wealth Advisors
46
Vanguard Capital Wealth Advisors
Colorado
$139K +$39.1K +4,000 +40%
GVAG
47
Great Valley Advisor Group
Delaware
$119K +$1.24K +127 +1%
WFA
48
WestHill Financial Advisors
California
$119K
MCP
49
Mirador Capital Partners
California
$117K
Stifel Financial
50
Stifel Financial
Missouri
$111K +$1.9K +194 +2%