We are live on ! Find out more
VGM icon

Invesco Trust Investment Grade Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
KLI
51
Kelman-Lazarov Inc
Tennessee
$148K
HighTower Advisors
52
HighTower Advisors
Illinois
$145K -$37K -3,000 -20%
CCG
53
Ceeto Capital Group
Florida
$135K +$134K +10,900 New
AWA
54
ARS Wealth Advisors
Florida
$132K
NFG
55
Nations Financial Group
Iowa
$132K +$131K +10,659 New
LWAC
56
Laurel Wealth Advisors (California)
California
$127K +$127K +10,290 New
CP
57
Camelot Portfolios
Ohio
$124K +$123K +10,000 New
PCG
58
Private Capital Group
Connecticut
$111K -$24.7K -2,000 -18%
CFG
59
CKW Financial Group
Hawaii
$110K +$109K +8,882 New
BFC
60
Bedel Financial Consulting
Indiana
$106K
NMC
61
Nine Masts Capital
Hong Kong
$72K +$71.5K +5,800 New
GWM
62
Geneos Wealth Management
Colorado
$61K +$740 +60 +1%
BRC
63
Bell Rock Capital
Delaware
$60K +$740 +60 +1%
QCIG
64
Quad-Cities Investment Group
Iowa
$52K +$51.4K +4,170 New
TFS
65
TrustCore Financial Services
Tennessee
$49K
BFEC
66
Benjamin F. Edwards & Company
Missouri
$46K
SEI Investments
67
SEI Investments
Pennsylvania
$45K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$37K +$37K +3,000 New
US Bancorp
69
US Bancorp
Minnesota
$26K -$31.9K -2,590 -55%
SFM
70
Signet Financial Management
New Jersey
$25K
MIM
71
Macroview Investment Management
Maryland
$25K +$24.5K +1,984 New
LYV
72
Live Your Vision
Pennsylvania
$25K +$24.7K +2,000 New
HFM
73
Hartford Financial Management
Connecticut
$22K
JP Morgan Chase
74
JP Morgan Chase
New York
$20K
SWM
75
SeaCrest Wealth Management
New York
$19K