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Invesco Trust Investment Grade Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
51
Sonora Investment Management
Arizona
$182K
NL
52
NWAM LLC
Washington
$178K
IWA
53
IBEX Wealth Advisors
New Jersey
$178K +$175K +14,084 New
CIA
54
Capital Investment Advisors
Georgia
$169K -$15.6K -1,258 -9%
BBA
55
BLB&B Advisors
Pennsylvania
$167K -$1.44K -116 -0.9%
WS
56
Wedbush Securities
California
$162K -$7.74K -625 -5%
AA
57
AQR Arbitrage
Connecticut
$147K -$192K -15,512 -57%
JWM
58
Jupiter Wealth Management
Colorado
$146K
PAS
59
Partnervest Advisory Services
California
$145K +$142K +11,425 New
NFG
60
Nations Financial Group
Iowa
$135K
Citigroup
61
Citigroup
New York
$133K +$24.8K +2,000 +24%
CP
62
Camelot Portfolios
Ohio
$127K
WCM
63
WealthBridge Capital Management
Ohio
$126K
PCG
64
Private Capital Group
Connecticut
$111K -$14.9K -1,200 -12%
BAM
65
Belpointe Asset Management
Nevada
$110K -$24.8K -2,000 -19%
BFC
66
Bedel Financial Consulting
Indiana
$94K -$14.3K -1,156 -14%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$66K
BRC
68
Bell Rock Capital
Delaware
$64K +$657 +53 +1%
TFS
69
TrustCore Financial Services
Tennessee
$50K
ASN
70
Advisory Services Network
Georgia
$42K
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$31K
QCIG
72
Quad-Cities Investment Group
Iowa
$23K +$297 +24 +1%
HFM
73
Hartford Financial Management
Connecticut
$22K
JP Morgan Chase
74
JP Morgan Chase
New York
$20K -$10.8M -874,140 -100%
KPCM
75
Kings Point Capital Management
New York
$15K