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Invesco Trust Investment Grade Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$137K
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$132K
GWM
53
Geneos Wealth Management
Colorado
$111K +$805 +56 +0.8%
Creative Planning
54
Creative Planning
Kansas
$110K -$31.6K -2,200 -23%
SIM
55
Sonora Investment Management
Arizona
$71.7K
AG
56
Advisor Group
Arizona
$56K +$55.2K +3,839 New
EWM
57
Evercore Wealth Management
New York
$53K
MIM
58
Macroview Investment Management
Maryland
$48K -$12.9K -900 -22%
TDC
59
Thompson Davis & Co
Virginia
$45K -$28.7K -2,000 -40%
RBC
60
Roble Belko & Company
Pennsylvania
$28K
MFS
61
MSI Financial Services
Massachusetts
$25K -$13.6K -943 -35%
JP Morgan Chase
62
JP Morgan Chase
New York
$24K
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$22K
First Manhattan
64
First Manhattan
New York
$22K
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$22K +$316 +22 +2%
TC
66
Trust Company
Kansas
$19K
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$17K -$6.04K -420 -27%
KPCM
68
Kings Point Capital Management
New York
$17K
PSUF
69
People's United Financial
Connecticut
$15K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$13K +$12.7K +884 New
FNBT
71
FineMark National Bank & Trust
Florida
$9K
GAM
72
Gemmer Asset Management
California
$9K
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K +$5.75K +400 New
PPA
74
Parametric Portfolio Associates
Washington
-$4.46M -319,201 Closed
RCM
75
Robinson Capital Management
Michigan
-$2.47M -176,963 Closed