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Invesco Trust Investment Grade Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$807K +$23.8K +1,938 +3%
CA
27
Claro Advisors
Massachusetts
$679K
ASN
28
Advisory Services Network
Georgia
$592K +$45K +3,663 +8%
HNW
29
High Note Wealth
Minnesota
$566K +$600K +48,778 New
DWM
30
Doyle Wealth Management
Florida
$562K +$594K +48,344 New
Ameriprise
31
Ameriprise
Minnesota
$540K +$167K +13,621 +42%
SFWA
32
Summit Financial Wealth Advisors
Louisiana
$492K
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$483K -$65.6K -5,337 -11%
LCM
34
Landscape Capital Management
New Jersey
$434K +$460K +37,392 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$420K -$449K -36,531 -50%
Truist Financial
36
Truist Financial
North Carolina
$408K +$28.5K +2,316 +7%
SRC
37
Shufro Rose & Co
New York
$407K +$221K +18,000 +106%
MC
38
Moors & Cabot
Massachusetts
$383K +$406K +33,000 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$346K
ECG
40
Edge Capital Group
Georgia
$336K
PAG
41
Private Advisor Group
New Jersey
$320K +$339K +27,562 New
NA
42
NewEdge Advisors
Louisiana
$312K +$66.4K +5,400 +25%
SWM
43
Spire Wealth Management
Virginia
$271K -$62.7K -5,100 -18%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$256K +$271K +22,000 New
AA
45
AQR Arbitrage
Connecticut
$242K +$256K +20,799 New
RPCA
46
Running Point Capital Advisors
California
$232K +$246K +20,000 New
KAS
47
Kestra Advisory Services
Texas
$230K +$6.54K +532 +3%
PFS
48
Prospera Financial Services
Texas
$219K +$232K +18,859 New
OFW
49
Omnia Family Wealth
Florida
$218K
IA
50
IFP Advisors
Florida
$216K +$207K +16,803 New