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Invesco Municipal Trust Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 147,332 | $1.48M | $1.47M | -$13,266.6 | -0.9% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 712,419 | $7.08M | $7.02M | -$65,290.47 | -0.92% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 22,314 | $212,429.28 | $219,792.9 | $7,363.62 | 3.47% |
| JC JT Casper ORLEANS CAPITAL MANAGEMENT Corp./LA | 14,630 | $150,103.14 | $144,105.5 | -$5,997.64 | -4% |
 Jeff Ameen Spire Wealth Management | 800 | $7,720 | $7,824 | $104 | 1.35% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 940,068 | $9.29M | $9.19M | -$99,316.36 | -1.07% |
 Joseph Castro Nuveen LLC | 32,624 | $314,822 | $322,325.12 | $7,503.12 | 2.38% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,997 | $19,934.05 | $19,530.66 | -$403.39 | -2.02% |
 Jim Clark Worth Asset Management LLC | 21,087 | $211,713.48 | $206,230.86 | -$5,482.62 | -2.59% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 31,343 | $309,599.52 | $306,534.54 | -$3,064.98 | -0.99% |
 Jesse Haller Compass Financial Group Inc./SD | 24,349 | $241,000 | $239,350.67 | -$1,649.33 | -0.68% |
| PIL PFG Investments LLC PFG Investments LLC | 25,550 | $246,557.5 | $249,879 | $3,321.5 | 1.35% |
 ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 17,115 | $168,372.81 | $167,384.7 | -$988.11 | -0.59% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 43,342 | $417,840.35 | $423,884.76 | $6,044.41 | 1.45% |
 Owen McCabe Tyche Wealth Partners LLC | 68,846 | $658,053.88 | $680,886.94 | $22,833.06 | 3.47% |
 James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 73,688 | $702,851.79 | $720,668.64 | $17,816.85 | 2.53% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 12,569 | $126,193 | $123,553.27 | -$2,639.73 | -2.09% |
 Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,000 | $9,650 | $9,780 | $130 | 1.35% |
| RN Ron New Whipplewood Advisors LLC | 87,183 | $842,412.65 | $852,649.74 | $10,237.09 | 1.22% |
| CW Chung Wu Chung Wu Investment Group LLC | 2,000 | $20,080 | $19,560 | -$520 | -2.59% |
