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Invesco California Value Municipal Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
26
Argyle Capital Partners
California
$222K
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$217K
PCIA
28
Prime Capital Investment Advisors
Kansas
$216K +$4.01K +391 +2%
Vanguard Capital Wealth Advisors
29
Vanguard Capital Wealth Advisors
Colorado
$207K
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$177K
EHC
31
Everett Harris & Co
California
$167K
KA
32
Kercheville Advisors
Texas
$166K
TWM
33
TCFG Wealth Management
California
$140K
Mariner
34
Mariner
Kansas
$136K -$14.9K -1,451 -10%
NAS
35
NWF Advisory Services
California
$133K +$131K +12,800 New
RCM
36
RB Capital Management
Nevada
$126K +$2.35K +229 +2%
WFA
37
WestHill Financial Advisors
California
$124K
MCP
38
Mirador Capital Partners
California
$122K
TWM
39
TriaGen Wealth Management
California
$107K
HCM
40
Hollencrest Capital Management
California
$53.6K
SIS
41
Sound Income Strategies
Florida
$49.6K +$49K +4,784 New
CTWM
42
Cherry Tree Wealth Management
Minnesota
$16.9K
JP Morgan Chase
43
JP Morgan Chase
New York
$15K +$6.66K +650 +81%
OP
44
ORG Partners
Indiana
$10.4K
NB
45
NBT Bank
New York
$9.06K
AF
46
Allworth Financial
California
$7.09K
AWS
47
Atria Wealth Solutions
New York
-$3.02M -284,258 Closed
NA
48
NewEdge Advisors
Louisiana
-$295K -27,810 Closed
Baird Financial Group
49
Baird Financial Group
Wisconsin
-$187K -17,630 Closed
NWM
50
Napa Wealth Management
California
-$124K -11,734 Closed