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Invesco Trust for Investment Grade New York Municipals
VTN

Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$2.79M +$914K +87,544 +53%
GC
2
Guggenheim Capital
Illinois
$2.56M -$1.28M -122,760 -35%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.74M +$195K +18,700 +13%
ATS
4
Ashton Thomas Securities
New York
$1.64M +$193K +18,500 +14%
Morgan Stanley
5
Morgan Stanley
New York
$1.26M +$168K +16,094 +16%
CC
6
CF Capital
Massachusetts
$1.18M +$472K +45,256 +74%
Lido Advisors
7
Lido Advisors
California
$1.1M – – –
Bank of America
8
Bank of America
North Carolina
$1.05M -$180K -17,228 -15%
Stifel Financial
9
Stifel Financial
Missouri
$627K +$36.9K +3,532 +7%
LPL Financial
10
LPL Financial
California
$370K -$20.9K -1,999 -6%
PGFC
11
Peapack-Gladstone Financial Corp
New Jersey
$254K +$31.6K +3,031 +15%
MML Investors Services
12
MML Investors Services
Massachusetts
$239K +$226K +21,667 New
Wells Fargo
13
Wells Fargo
California
$226K +$85.3K +8,169 +66%
SRC
14
Shufro Rose & Co
New York
$209K – – –
UBS Group
15
UBS Group
Switzerland
$191K -$1.31K -126 -0.7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$140K -$23.8K -2,279 -15%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$137K +$19.4K +1,861 +18%
HKAM
18
Horizon Kinetics Asset Management
New York
$135K – – –
PI
19
PFG Investments
New York
$114K – – –
FWM
20
Fingerlakes Wealth Management
New York
$111K +$105K +10,099 New
Osaic Holdings
21
Osaic Holdings
Arizona
$89K +$27K +2,583 +43%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$57.5K +$54.4K +5,215 New
SIA
23
Sit Investment Associates
Minnesota
$52K – – –
APW
24
Aventura Private Wealth
Florida
$44.1K +$41.7K +4,000 New
HWP
25
Highline Wealth Partners
California
$3.31K +$3.13K +300 New
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