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Invesco Trust Investment Grade Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
GM
51
GeoWealth Management
Illinois
$292K +$267K +29,506 New
GWMR
52
GC Wealth Management RIA
Massachusetts
$292K +$267K +29,506 New
Bank of New York Mellon
53
Bank of New York Mellon
New York
$253K -$36 -4 -0%
SQA
54
Simon Quick Advisors
New Jersey
$222K +$204K +22,465 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$218K
HNW
56
High Note Wealth
Minnesota
$217K -$2.03K -224 -1%
STA
57
Summit Trail Advisors
New York
$209K +$191K +21,113 New
First Trust Advisors
58
First Trust Advisors
Illinois
$208K -$92K -10,153 -33%
WCM
59
WealthBridge Capital Management
Ohio
$202K +$19K +2,100 +11%
MNBTD
60
Moody National Bank Trust Division
Texas
$196K +$180K +19,866 New
RJFSA
61
Raymond James Financial Services Advisors
Florida
$190K -$69.5K -7,672 -29%
OC
62
Oppenheimer & Co
New York
$184K -$31.7K -3,500 -16%
FPAS
63
Focus Partners Advisor Solutions
Missouri
$176K
SCM
64
Sollinda Capital Management
Florida
$173K +$159K +17,500 New
AC
65
Aristides Capital
Kentucky
$159K +$146K +16,125 New
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$157K +$144K +15,835 New
IFWM
67
Institute for Wealth Management
Colorado
$149K
IWA
68
Icon Wealth Advisors
Texas
$149K +$136K +15,021 New
KAS
69
Kestra Advisory Services
Texas
$148K +$10.1K +1,110 +8%
WAAG
70
Wealth Alliance Advisory Group
Kansas
$146K
ZIG
71
Zullo Investment Group
Pennsylvania
$134K
SRC
72
Shufro Rose & Co
New York
$132K
WAM
73
Weiss Asset Management
Massachusetts
$131K +$120K +13,273 New
KA
74
Kercheville Advisors
Texas
$123K +$145 +16 +0.1%
GCP
75
Gill Capital Partners
Colorado
$116K