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Invesco California Value Municipal Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$356K +$368K +37,135 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$336K +$7.01K +708 +2%
NMC
28
Nine Masts Capital
Hong Kong
$333K -$612K -61,886 -66%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$328K -$86.1K -8,701 -22%
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$324K +$67K +6,766 +28%
Ameriprise
31
Ameriprise
Minnesota
$318K +$39.6K +4,000 +15%
CNWM
32
Clay Northam Wealth Management
California
$303K
SIA
33
Sit Investment Associates
Minnesota
$285K +$271K +27,393 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$278K
Creative Planning
35
Creative Planning
Kansas
$261K +$248K +25,068 New
Vanguard Capital Wealth Advisors
36
Vanguard Capital Wealth Advisors
Colorado
$208K +$59.4K +6,000 +43%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$204K
Nomura Holdings
38
Nomura Holdings
Japan
$184K
KA
39
Kercheville Advisors
Texas
$177K
EHC
40
Everett Harris & Co
California
$167K
Mariner
41
Mariner
Kansas
$125K -$79.2K -8,000 -40%
WFA
42
WestHill Financial Advisors
California
$124K
MCP
43
Mirador Capital Partners
California
$123K
RCM
44
RB Capital Management
Nevada
$118K +$1.52K +154 +1%
ACI
45
Alpha Cubed Investments
California
$110K
FFA
46
First Foundation Advisors
California
$109K
TWM
47
TriaGen Wealth Management
California
$107K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$73.1K
HCM
49
Hollencrest Capital Management
California
$53.8K
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$37.8K +$35.9K +3,628 New