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PFD

Flaherty & Crumrine Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$210K +$75.7K +6,593 +58%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$203K +$201K +17,460 New
BPA
28
Beacon Pointe Advisors
California
$201K -$29.8K -2,592 -13%
WS
29
Wedbush Securities
California
$195K -$8.04K -700 -4%
Citadel Advisors
30
Citadel Advisors
Florida
$194K +$192K +16,705 New
DADC
31
D.A. Davidson & Co
Montana
$193K
LWM
32
LongView Wealth Management
Georgia
$178K -$27.2K -2,365 -13%
SWMP
33
Signature Wealth Management Partners
New Jersey
$167K
ORC
34
O'Rourke & Company
Massachusetts
$159K
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$136K +$460 +40 +0.3%
BlackRock
36
BlackRock
New York
$134K
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$128K
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$122K +$1.52K +132 +1%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$103K +$402 +35 +0.4%
NWMP
40
Noble Wealth Management PBC
Colorado
$83.2K +$9.21K +802 +13%
CS
41
Clear Street
New York
$74.7K +$73K +6,355 +8,951%
FFA
42
Farther Finance Advisors
California
$45.4K
SPIA
43
Steward Partners Investment Advisory
New York
$41.1K
WB
44
Webster Bank
Connecticut
$23.3K
WA
45
Whipplewood Advisors
Colorado
$17.4K -$24.6K -2,143 -59%
AF
46
Allworth Financial
California
$16.7K
CA
47
CoreCap Advisors
Michigan
$11.6K +$11.5K +1,000 New
US Bancorp
48
US Bancorp
Minnesota
$3.49K
HWP
49
Highline Wealth Partners
California
$2.91K
GWM
50
Geneos Wealth Management
Colorado
$2.33K -$1.84K -160 -44%