We are live on ! Find out more
VGM icon

Invesco Trust Investment Grade Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
NL
51
NWAM LLC
Washington
$172K – – –
KLI
52
Kelman-Lazarov Inc
Tennessee
$147K – – –
PCG
53
Private Capital Group
Connecticut
$134K +$125K +9,923 +921%
AWA
54
ARS Wealth Advisors
Florida
$130K – – –
DA
55
Doliver Advisors
Texas
$108K +$72.8K +5,763 +35%
BFC
56
Bedel Financial Consulting
Indiana
$104K +$108K +8,546 New
KF
57
Krilogy Financial
Missouri
$71K – – –
GWM
58
Geneos Wealth Management
Colorado
$60K +$770 +61 +1%
BRC
59
Bell Rock Capital
Delaware
$58K +$745 +59 +1%
US Bancorp
60
US Bancorp
Minnesota
$57K -$34.7K -2,745 -37%
TFS
61
TrustCore Financial Services
Tennessee
$48K – – –
BFEC
62
Benjamin F. Edwards & Company
Missouri
$46K – – –
SEI Investments
63
SEI Investments
Pennsylvania
$45K +$328 +26 +0.7%
SFM
64
Signet Financial Management
New Jersey
$24K +$25.3K +2,000 New
JP Morgan Chase
65
JP Morgan Chase
New York
$20K – – –
SWM
66
SeaCrest Wealth Management
New York
$18K -$23.7K -1,875 -55%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$18K – – –
SWP
68
Stratos Wealth Partners
Ohio
$16K – – –
KPCM
69
Kings Point Capital Management
New York
$14K – – –
FMP
70
Financial Management Professionals
Texas
$12K – – –
GAM
71
Gemmer Asset Management
California
$7K – – –
RFM
72
Royal Fund Management
Florida
$6K – – –
APP
73
Avantax Planning Partners
Iowa
$4K +$4.57K +362 New
VCM
74
Virtue Capital Management
Tennessee
$1K +$1.48K +117 New
CRC
75
Curi RMB Capital
Illinois
– -$254K -19,272 Closed