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Invesco Trust Investment Grade Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$164K
BAM
52
Belpointe Asset Management
Nevada
$161K +$156K +12,215 New
GIP
53
Greatmark Investment Partners
Georgia
$149K +$144K +11,250 New
MWM
54
Meridian Wealth Management
Kentucky
$145K
CCG
55
Ceeto Capital Group
Florida
$144K
BBA
56
BLB&B Advisors
Pennsylvania
$140K
NFG
57
Nations Financial Group
Iowa
$136K
ACA
58
Ackerman Capital Advisors
Texas
$133K -$101K -7,881 -44%
CP
59
Camelot Portfolios
Ohio
$132K
PCG
60
Private Capital Group
Connecticut
$119K
BFC
61
Bedel Financial Consulting
Indiana
$98K
AWG
62
Altus Wealth Group
Colorado
$87K +$84.2K +6,597 New
GWM
63
Geneos Wealth Management
Colorado
$63K
MM
64
Main Management
California
$57K
NFSG
65
Newbridge Financial Services Group
Florida
$52K
FPCG
66
Fort Pitt Capital Group
Pennsylvania
$52K +$50.4K +3,945 New
AWM
67
Avior Wealth Management
Nebraska
$48K +$587 +46 +1%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$32K
HFM
69
Hartford Financial Management
Connecticut
$23K
EWM
70
Endurance Wealth Management
Rhode Island
$20K
TFS
71
TrustCore Financial Services
Tennessee
$19K
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$18K
CFGS
73
Concourse Financial Group Securities
Alabama
$17K +$16.4K +1,281 New
KPCM
74
Kings Point Capital Management
New York
$15K +$14.9K +1,170 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$11K