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Flaherty & Crumrine Total Return Fund
FLC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LSC
26
Logan Stone Capital
Illinois
USD 240 k +USD 240 k +14,218 Nuevas
TCM
27
Traub Capital Management
Massachusetts
USD 218 k +USD 218 k +12,886 Nuevas
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
USD 212 k – – –
Wedbush Securities
29
Wedbush Securities
California
USD 212 k – – –
Capital Investment Advisors
30
Capital Investment Advisors
Georgia
USD 189 k +USD 189 k +11,196 Nuevas
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
USD 130 k +USD 2.57 k +152 +2%
UBS Group
32
UBS Group
Switzerland
USD 112 k -USD 237 -14 -0.2%
Wolverine Asset Management
33
Wolverine Asset Management
Illinois
USD 85.8 k +USD 70.7 k +4,179 +465%
Global Retirement Partners
34
Global Retirement Partners
California
USD 57.1 k +USD 57.2 k +3,382 Nuevas
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
USD 48.5 k – – –
Harbour Investments
36
Harbour Investments
Wisconsin
USD 28.9 k +USD 17 +1 +0.1%
IFG Advisory
37
IFG Advisory
Georgia
USD 28.4 k +USD 11 k +650 +63%
Geneos Wealth Management
38
Geneos Wealth Management
Colorado
USD 17.2 k -USD 4.23 k -250 -20%
SA
39
SRH Advisors
Kansas
USD 16.9 k – – –
Blue Bell Private Wealth Management
40
Blue Bell Private Wealth Management
Pennsylvania
USD 12.4 k – – –
GHP Investment Advisors
41
GHP Investment Advisors
Colorado
USD 9.48 k – – –
NSG
42
Nalls Sherbakoff Group
Tennessee
USD 8.37 k – – –
LC
43
Luminist Capital
Michigan
USD 7 k +USD 7 k +414 Nuevas
CWIG
44
Chung Wu Investment Group
Texas
USD 6.76 k – – –
NewEdge Advisors
45
NewEdge Advisors
Louisiana
USD 5.83 k – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
USD 5.22 k – – –
Arax Advisory Partners
47
Arax Advisory Partners
Colorado
USD 2.98 k +USD 2.98 k +176 Nuevas
HWP
48
Highline Wealth Partners
California
USD 2.87 k – – –
First Horizon Corporation
49
First Horizon Corporation
Tennessee
USD 1.69 k +USD 1.69 k +100 Nuevas
SA
50
Strategic Advocates
Utah
USD 1.66 k – – –
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