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Invesco California Value Municipal Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$347K +$4.32K +401 +1%
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$347K +$8.02K +744 +2%
CNWM
28
Clay Northam Wealth Management
California
$303K -$12.9K -1,200 -4%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$291K
WWM
30
Western Wealth Management
Colorado
$281K +$278K +25,784 New
Osaic Holdings
31
Osaic Holdings
Arizona
$249K -$2.9M -268,884 -92%
Vanguard Capital Wealth Advisors
32
Vanguard Capital Wealth Advisors
Colorado
$218K
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$214K
KA
34
Kercheville Advisors
Texas
$185K
EHC
35
Everett Harris & Co
California
$175K
TWM
36
TCFG Wealth Management
California
$147K +$145K +13,456 New
SW
37
SteelPeak Wealth
California
$144K +$142K +13,200 New
NWM
38
Napa Wealth Management
California
$140K +$139K +12,884 New
Mariner
39
Mariner
Kansas
$131K
WFA
40
WestHill Financial Advisors
California
$130K
MCP
41
Mirador Capital Partners
California
$128K
RCM
42
RB Capital Management
Nevada
$125K +$2.2K +204 +2%
MG
43
Marex Group
$117K +$115K +10,715 New
ACI
44
Alpha Cubed Investments
California
$115K
FFA
45
First Foundation Advisors
California
$114K
TWM
46
TriaGen Wealth Management
California
$112K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$76.4K
HCM
48
Hollencrest Capital Management
California
$56.3K
RIL
49
Rothschild Investment LLC
Illinois
$35.4K +$237 +22 +0.7%
IAIM
50
International Assets Investment Management
Florida
$22.9K