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icono de PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 4.79 M -USD 1.25 M -71,376 -20%
Morgan Stanley
2
Morgan Stanley
New York
USD 2.8 M +USD 46.8 k +2,664 +2%
PWS
3
Private Wealth Strategies
Ohio
USD 1.46 M +USD 14.5 k +826 +1%
UBS Group
4
UBS Group
Switzerland
USD 1.34 M -USD 9.29 k -529 -0.7%
Osaic Holdings
5
Osaic Holdings
Arizona
USD 875 k +USD 194 k +11,027 +27%
Wells Fargo
6
Wells Fargo
California
USD 835 k -USD 16.5 k -938 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
USD 780 k +USD 27.7 k +1,579 +4%
LPL Financial
8
LPL Financial
California
USD 681 k -USD 9.04 k -515 -1%
Cadent Capital Advisors
9
Cadent Capital Advisors
Oklahoma
USD 551 k -USD 115 k -6,557 -17%
CreativeOne Wealth
10
CreativeOne Wealth
Kansas
USD 542 k +USD 245 k +13,950 +75%
Pinnacle Wealth Planning Services
11
Pinnacle Wealth Planning Services
Ohio
USD 468 k +USD 87.8 k +5,000 +22%
D.A. Davidson & Co
12
D.A. Davidson & Co
Montana
USD 434 k – – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 374 k +USD 75.8 k +4,315 +24%
Wedbush Securities
14
Wedbush Securities
California
USD 354 k – – –
Mid Atlantic Financial Management
15
Mid Atlantic Financial Management
Pennsylvania
USD 290 k +USD 305 k +17,350 Nuevas
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
USD 257 k +USD 29.9 k +1,705 +12%
Covington Capital Management
17
Covington Capital Management
California
USD 249 k – – –
Wolverine Asset Management
18
Wolverine Asset Management
Illinois
USD 244 k +USD 257 k +14,624 Nuevas
Signature Wealth Management Partners
19
Signature Wealth Management Partners
New Jersey
USD 240 k – – –
Cetera Advisor Networks
20
Cetera Advisor Networks
California
USD 214 k +USD 226 k +12,842 Nuevas
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
USD 212 k -USD 17.1 k -975 -7%
Raymond James & Associates
22
Raymond James & Associates
Florida
USD 203 k +USD 30.2 k +1,720 +16%
Private Advisor Group
23
Private Advisor Group
New Jersey
USD 167 k -USD 49.6 k -2,823 -22%
McClarren Financial Advisors
24
McClarren Financial Advisors
Pennsylvania
USD 136 k +USD 2.16 k +123 +2%
Bessemer Group
25
Bessemer Group
New Jersey
USD 117 k +USD 123 k +7,000 Nuevas
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