We are live on ! Find out more
FFC icon

Flaherty & Crumrine Preferred and Income Securities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
76
FinTrust Capital Advisors
South Carolina
$39K – – –
SWM
77
Selective Wealth Management
Virginia
$37K – – –
NSIM
78
North Star Investment Management
Illinois
$31K – – –
IFP Advisors
79
IFP Advisors
Florida
$29K – – –
BSB
80
Bangor Savings Bank
Maine
$21K – – –
BONH
81
Bank of New Hampshire
New Hampshire
$19K – – –
HM Payson & Co
82
HM Payson & Co
Maine
$18K – – –
SWA
83
SOA Wealth Advisors
New York
$16K +$374 +22 +2%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$15K -$113K -6,643 -86%
PGAM
85
Princeton Global Asset Management
New Jersey
$13K – – –
AA
86
AlphaMark Advisors
Kentucky
$12K – – –
SWM
87
Sugarloaf Wealth Management
Georgia
$10K – – –
RCM
88
Raleigh Capital Management
North Carolina
$10K +$1.19K +70 +12%
JWM
89
Janiczek Wealth Management
Colorado
$7K +$8.45K +497 New
TFM
90
TFC Financial Management
Massachusetts
$6K +$136 +8 +2%
Benjamin F. Edwards & Company
91
Benjamin F. Edwards & Company
Missouri
$5K – – –
FF
92
FourThought Financial
Florida
$4K – – –
Harbour Investments
93
Harbour Investments
Wisconsin
$2K – – –
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.55K +150 New
CHC
95
City Holding Co
West Virginia
$1K – – –
Cresset Asset Management
96
Cresset Asset Management
Illinois
– -$667K -39,780 Closed
EWM
97
EPG Wealth Management
Georgia
– -$463K -27,638 Closed
Oppenheimer & Co
98
Oppenheimer & Co
New York
– -$265K -15,812 Closed
Guggenheim Capital
99
Guggenheim Capital
Illinois
– -$216K -12,866 Closed
HCM
100
Hollencrest Capital Management
California
– -$186K -11,076 Closed