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PFD

Flaherty & Crumrine Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$22K
GWM
27
Geneos Wealth Management
Colorado
$18K
Citigroup
28
Citigroup
New York
$16K
JPLA
29
Joseph P. Lucia & Associates
New York
$14K -$48.3K -3,100 -78%
US Bancorp
30
US Bancorp
Minnesota
$5K
Cohen & Steers
31
Cohen & Steers
New York
-$1.06M -71,121 Closed
FIA
32
FNY Investment Advisers
New York
-$66K -4,480 Closed