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Invesco Trust for Investment Grade New York Municipals
VTN
VTN
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $154K | – | – | – |
|
|
HKAM
27
Horizon Kinetics Asset Management
New York
| $145K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $140K | -$34.3K | -2,555 | -20% |
|
|
TJHA
29
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $108K | -$175K | -13,016 | -63% |
|
|
LWCFA
30
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $60K | +$57.9K | +4,317 | New |
|
31
Citigroup
New York
| $20K | – | – | – |
|
|
FWM
32
Focused Wealth Management
Newburgh,
New York
| $16K | +$161 | +12 | +1% |
|
|
HCM
33
Highlander Capital Management
Short Hills,
New Jersey
| $14K | – | – | – |
|
|
BFA
34
Brendel Financial Advisors
Hanover,
New Hampshire
| $7K | +$6.33K | +472 | New |
|
|
CC
35
Claybrook Capital
Wellesley,
Massachusetts
| – | -$2.23M | -170,381 | Closed |
|
|
AA
36
AQR Arbitrage
Greenwich,
Connecticut
| – | -$150K | -11,477 | Closed |
|
|
SPIA
37
Steward Partners Investment Advisory
New York
| – | -$94.4K | -7,200 | Closed |
|
|
EP
38
Eudaimonia Partners
Winchester,
Tennessee
| – | -$64K | -4,894 | Closed |
|