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Invesco Trust Investment Grade Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
51
Prospera Financial Services
Texas
$300K +$12.1K +1,250 +4%
HWAM
52
Hennion & Walsh Asset Management
New Jersey
$288K -$267K -27,541 -49%
BB
53
Burford Brothers
Texas
$280K
HI
54
Harbour Investments
Wisconsin
$277K +$19.8K +2,048 +8%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$250K +$4.44K +458 +2%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$237K -$45.6K -4,709 -17%
SG
57
StoneX Group
New York
$231K
WCM
58
WealthBridge Capital Management
Ohio
$228K
KA
59
Kercheville Advisors
Texas
$223K +$73K +7,531 +52%
SFA
60
Sequoia Financial Advisors
Ohio
$212K
KAS
61
Kestra Advisory Services
Texas
$203K -$4.38K -452 -2%
Nuveen
62
Nuveen
North Carolina
$189K
Cerity Partners
63
Cerity Partners
New York
$188K
First Trust Advisors
64
First Trust Advisors
Illinois
$174K -$10.2K -1,054 -6%
AFG
65
Atomi Financial Group
New York
$168K +$160K +16,569 New
AC
66
AlphaCore Capital
California
$166K +$3.13K +323 +2%
WAAG
67
Wealth Alliance Advisory Group
Kansas
$159K
IFWM
68
Institute for Wealth Management
Colorado
$153K
CWM
69
Cornerstone Wealth Management
Missouri
$153K +$46.7K +4,818 +47%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$149K +$19.4K +2,000 +16%
CIA
71
Capital Investment Advisors
Georgia
$147K +$14.5K +1,500 +11%
DAS
72
Dynamic Advisor Solutions
Arizona
$144K
PCM
73
Permanent Capital Management
Illinois
$142K +$136K +14,059 New
STA
74
Summit Trail Advisors
New York
$138K +$2.56K +264 +2%
ZIG
75
Zullo Investment Group
Pennsylvania
$137K