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Invesco Trust Investment Grade Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$747K +$344K +26,611 +85%
First Trust Advisors
27
First Trust Advisors
Illinois
$736K -$28.4K -2,199 -4%
SFWA
28
Summit Financial Wealth Advisors
Louisiana
$703K +$64.6K +5,000 +10%
BF
29
BOK Financial
Oklahoma
$682K +$465K +36,000 +212%
6M
30
6 Meridian
Kansas
$671K +$13.5K +1,048 +2%
ICA
31
Infrastructure Capital Advisors
New York
$631K -$405K -31,347 -39%
RJA
32
Raymond James & Associates
Florida
$572K +$113K +8,717 +24%
HH
33
Hilltop Holdings
Texas
$561K
BTS
34
BB&T Securities
Virginia
$454K +$20.5K +1,583 +5%
ECG
35
Edge Capital Group
Georgia
$450K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$439K -$250K -19,332 -36%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$375K +$376K +29,119 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$323K -$157K -12,142 -33%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$316K +$317K +24,536 New
OFG
40
OTA Financial Group
New York
$311K +$313K +24,175 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$306K -$18.4K -1,424 -6%
LPL Financial
42
LPL Financial
California
$305K +$427 +33 +0.1%
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$298K +$9.05K +700 +3%
GWM
44
Geneos Wealth Management
Colorado
$282K +$427 +33 +0.2%
LWAC
45
Laurel Wealth Advisors (California)
California
$269K +$271K +20,925 New
SS
46
Sunbelt Securities
Texas
$258K +$260K +20,075 New
PFS
47
Prospera Financial Services
Texas
$248K
OFW
48
Omnia Family Wealth
Florida
$242K
UCFA
49
United Capital Financial Advisors
Texas
$228K +$229K +17,725 New
SRC
50
Shufro Rose & Co
New York
$225K