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Invesco Trust Investment Grade Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Melfa Wealth Management
Massachusetts
$384K
QL
52
Quarry LP
New York
$327K +$313K +31,800 New
FPCP
53
Fort Point Capital Partners
California
$313K +$37.3K +3,793 +14%
TJHA
54
Thomas J. Herzfeld Advisors
Florida
$291K +$279K +28,352 New
Bank of New York Mellon
55
Bank of New York Mellon
New York
$269K +$5.54K +563 +2%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$235K +$81.9K +8,329 +57%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$226K
HNW
58
High Note Wealth
Minnesota
$222K -$393 -40 -0.2%
WCM
59
WealthBridge Capital Management
Ohio
$211K +$19.7K +2,000 +11%
Nomura Holdings
60
Nomura Holdings
Japan
$201K
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$198K -$1.64K -167 -0.9%
OC
62
Oppenheimer & Co
New York
$181K
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$175K -$15.7K -1,599 -9%
SQA
64
Simon Quick Advisors
New Jersey
$174K -$80.9K -8,224 -33%
NA
65
NewEdge Advisors
Louisiana
$170K +$25.6K +2,600 +19%
KAS
66
Kestra Advisory Services
Texas
$164K +$4.43K +450 +3%
ASFA
67
All Season Financial Advisors
Colorado
$161K +$155K +15,723 New
AWM
68
Avior Wealth Management
Nebraska
$158K +$12.5K +1,273 +9%
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$158K +$151K +15,400 New
IFWM
70
Institute for Wealth Management
Colorado
$155K
WA
71
Waverly Advisors
Alabama
$151K +$144K +14,666 New
WAAG
72
Wealth Alliance Advisory Group
Kansas
$147K -$4.55K -463 -3%
ZIG
73
Zullo Investment Group
Pennsylvania
$139K
PCM
74
Permanent Capital Management
Illinois
$133K +$138K +14,059 New
First Trust Advisors
75
First Trust Advisors
Illinois
$133K +$128K +12,969 New