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Invesco Trust Investment Grade Municipals

Name Holding Trade Value Shares
Change
Change in
Stake
KA
76
Kercheville Advisors
Texas
$142K +$10.7K +1,027 +8%
Dynamic Advisor Solutions
77
Dynamic Advisor Solutions
Arizona
$137K +$18.7K +1,800 +16%
KeyBank National Association
78
KeyBank National Association
Ohio
$135K +$133K +12,783 New
Summit Trail Advisors
79
Summit Trail Advisors
New York
$128K +$126K +12,135 New
Kestra Advisory Services
80
Kestra Advisory Services
Texas
$117K -$50.9K -4,895 -31%
CCG
81
Catalina Capital Group
California
$117K – – –
Integrated Wealth Concepts
82
Integrated Wealth Concepts
Massachusetts
$116K – – –
Alesco Advisors
83
Alesco Advisors
New York
$116K – – –
SFG
84
Sovereign Financial Group
Connecticut
$116K +$114K +10,938 New
Concurrent Investment Advisors
85
Concurrent Investment Advisors
Florida
$109K – – –
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$87K +$85.6K +8,236 New
NS
87
NBC Securities
Alabama
$47K – – –
Comerica Bank
88
Comerica Bank
Texas
$42.2K – – –
UMB Bank
89
UMB Bank
Missouri
$24.1K – – –
FFO
90
Fortitude Family Office
Arizona
$21.1K +$20.8K +2,000 New
IFP Advisors
91
IFP Advisors
Florida
$19.1K -$30K -2,885 -62%
Ancora Advisors
92
Ancora Advisors
Ohio
$15K – – –
Bogart Wealth LLC
93
Bogart Wealth LLC
Virginia
$11.6K +$11.4K +1,099 New
Steward Partners Investment Advisory
94
Steward Partners Investment Advisory
New York
$10.4K – – –
Bessemer Group
95
Bessemer Group
New Jersey
$10K +$10.2K +985 New
Wolverine Asset Management
96
Wolverine Asset Management
Illinois
$9.5K +$9.36K +900 New
KFI
97
Key Financial Inc
Pennsylvania
$6.42K – – –
CT
98
Colonial Trust
South Carolina
$6.21K +$6.11K +588 New
MWM
99
Mascoma Wealth Management
New Hampshire
$3.38K – – –
CoreCap Advisors
100
CoreCap Advisors
Michigan
$3.08K – – –