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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
$240K -$10.9K -1,000 -4%
KPWS
27
Kestra Private Wealth Services
Texas
$231K +$2.65K +242 +1%
ACP
28
Argyle Capital Partners
California
$227K
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$219K
PCIA
30
Prime Capital Investment Advisors
Kansas
$217K +$3.93K +359 +2%
Vanguard Capital Wealth Advisors
31
Vanguard Capital Wealth Advisors
Colorado
$212K
Baird Financial Group
32
Baird Financial Group
Wisconsin
$187K -$558K -50,972 -74%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$181K -$230K -21,039 -55%
EHC
34
Everett Harris & Co
California
$170K
KA
35
Kercheville Advisors
Texas
$170K -$10.9K -1,000 -6%
Mariner
36
Mariner
Kansas
$155K +$28.4K +2,597 +22%
TWM
37
TCFG Wealth Management
California
$143K
WFA
38
WestHill Financial Advisors
California
$127K
RCM
39
RB Capital Management
Nevada
$126K +$2.29K +209 +2%
MCP
40
Mirador Capital Partners
California
$125K
NWM
41
Napa Wealth Management
California
$124K
M
42
MYeCFO
California
$114K +$117K +10,700 New
Citadel Advisors
43
Citadel Advisors
Florida
$113K +$117K +10,692 New
TWM
44
TriaGen Wealth Management
California
$109K
HCM
45
Hollencrest Capital Management
California
$54.8K
RIL
46
Rothschild Investment LLC
Illinois
$35K +$241 +22 +0.7%
CTWM
47
Cherry Tree Wealth Management
Minnesota
$17.2K
EC
48
Elequin Capital
New York
$12.8K +$13.2K +1,207 New
OP
49
ORG Partners
Indiana
$10.6K
NB
50
NBT Bank
New York
$9.27K