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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
Raymond James Financial Services Advisors
1
Raymond James Financial Services Advisors
Florida
USD 2.52 M +USD 244 k +24,216 +10%
Morgan Stanley
2
Morgan Stanley
New York
USD 2.27 M -USD 17 k -1,687 -0.7%
UBS Group
3
UBS Group
Switzerland
USD 1.35 M +USD 292 k +29,048 +27%
Invesco
4
Invesco
Georgia
USD 1.33 M +USD 221 k +21,950 +20%
Osaic Holdings
5
Osaic Holdings
Arizona
USD 977 k -USD 36.8 k -3,657 -4%
Centaurus Financial
6
Centaurus Financial
California
USD 963 k -USD 24.3 k -2,410 -2%
PWS
7
Private Wealth Strategies
Ohio
USD 633 k +USD 4.67 k +464 +0.7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
USD 539 k -USD 33.7 k -3,350 -6%
Baird Financial Group
9
Baird Financial Group
Wisconsin
USD 457 k -USD 2.26 k -225 -0.5%
SFI Advisors
10
SFI Advisors
New Jersey
USD 447 k +USD 75.7 k +7,519 +20%
LPL Financial
11
LPL Financial
California
USD 442 k +USD 10.6 k +1,057 +2%
Wolverine Asset Management
12
Wolverine Asset Management
Illinois
USD 439 k +USD 448 k +44,537 Nuevas
Heron Bay Capital Management
13
Heron Bay Capital Management
Michigan
USD 408 k -USD 284 k -28,165 -40%
NewEdge Advisors
14
NewEdge Advisors
Louisiana
USD 288 k +USD 41.4 k +4,115 +16%
D.A. Davidson & Co
15
D.A. Davidson & Co
Montana
USD 275 k -USD 107 k -10,678 -28%
Wells Fargo
16
Wells Fargo
California
USD 248 k +USD 87.3 k +8,675 +53%
Wedbush Securities
17
Wedbush Securities
California
USD 202 k -USD 10.1 k -1,004 -5%
Cooper Financial Group
18
Cooper Financial Group
California
USD 198 k – – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 173 k -USD 3.05 k -303 -2%
Raymond James & Associates
20
Raymond James & Associates
Florida
USD 162 k +USD 10.7 k +1,060 +7%
Pinnacle Wealth Planning Services
21
Pinnacle Wealth Planning Services
Ohio
USD 153 k – – –
Poplar Forest Capital
22
Poplar Forest Capital
California
USD 152 k – – –
McClarren Financial Advisors
23
McClarren Financial Advisors
Pennsylvania
USD 92 k +USD 1.59 k +158 +2%
Bank of America
24
Bank of America
North Carolina
USD 86.5 k +USD 24.7 k +2,456 +39%
Sit Investment Associates
25
Sit Investment Associates
Minnesota
USD 75 k – – –
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