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HPI

John Hancock Preferred Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.25M -$107K -4,737 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.98M +$99K +4,376 +2%
ARG
3
Advisory Resource Group
Oklahoma
$4.32M -$92.5K -4,086 -2%
Invesco
4
Invesco
Georgia
$4.1M +$489K +21,599 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.84M +$54K +2,386 +1%
Morgan Stanley
6
Morgan Stanley
New York
$2.92M +$131K +5,780 +5%
LPL Financial
7
LPL Financial
California
$2.92M +$227K +10,011 +8%
DTIM
8
Danda Trouve Investment Management
Kansas
$2.34M +$2.32M +102,658 New
TCMG
9
TSP Capital Management Group
New Jersey
$1.65M
Ameriprise
10
Ameriprise
Minnesota
$1.36M -$17.3K -764 -1%
AG
11
Advisor Group
Arizona
$1.17M +$10.9K +483 +1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.14M +$240K +10,614 +27%
Wells Fargo
13
Wells Fargo
California
$1.11M +$5.18K +229 +0.5%
CA
14
Cetera Advisors
Colorado
$977K
BMM
15
Buffington Mohr McNeal
Idaho
$952K -$51.5K -2,275 -5%
LCM
16
Landscape Capital Management
New Jersey
$951K +$944K +41,704 New
HighTower Advisors
17
HighTower Advisors
Illinois
$776K +$571K +25,233 +288%
Bank of America
18
Bank of America
North Carolina
$662K -$26.3K -1,163 -4%
WS
19
Wedbush Securities
California
$625K +$4.53K +200 +0.7%
KOMWMG
20
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$622K +$617K +27,254 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$546K -$276K -12,188 -34%
RJA
22
Raymond James & Associates
Florida
$526K -$18.8K -832 -3%
GWM
23
Geneos Wealth Management
Colorado
$518K -$60.1K -2,658 -10%
IAA
24
Independent Advisor Alliance
North Carolina
$488K +$485K +21,413 New
NL
25
NWAM LLC
Washington
$486K