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Invesco Trust Investment Grade Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Dakota Wealth Management
Florida
$221K -$107K -8,300 -33%
DDPIC
52
Deroy & Devereaux Private Investment Counsel
Michigan
$216K
HCM
53
Hollencrest Capital Management
California
$208K
Citigroup
54
Citigroup
New York
$187K +$51.7K +4,000 +38%
SIM
55
Sonora Investment Management
Arizona
$184K
NL
56
NWAM LLC
Washington
$181K
ACA
57
Ackerman Capital Advisors
Texas
$172K +$173K +13,362 New
BBA
58
BLB&B Advisors
Pennsylvania
$170K
HighTower Advisors
59
HighTower Advisors
Illinois
$167K -$16.1K -1,248 -9%
PAS
60
Partnervest Advisory Services
California
$161K +$13.6K +1,055 +9%
CIA
61
Capital Investment Advisors
Georgia
$160K -$11.6K -900 -7%
JWM
62
Jupiter Wealth Management
Colorado
$148K
WCM
63
WealthBridge Capital Management
Ohio
$142K
NFG
64
Nations Financial Group
Iowa
$137K
PCG
65
Private Capital Group
Connecticut
$131K +$15.5K +1,200 +13%
CP
66
Camelot Portfolios
Ohio
$129K
BAM
67
Belpointe Asset Management
Nevada
$111K
BFC
68
Bedel Financial Consulting
Indiana
$95K
BRC
69
Bell Rock Capital
Delaware
$61K -$4.07K -315 -6%
TFS
70
TrustCore Financial Services
Tennessee
$51K +$51.1K +3,954 New
ASN
71
Advisory Services Network
Georgia
$42K
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$32K
QCIG
73
Quad-Cities Investment Group
Iowa
$24K +$284 +22 +1%
HFM
74
Hartford Financial Management
Connecticut
$23K +$22.7K +1,755 New
JP Morgan Chase
75
JP Morgan Chase
New York
$21K