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PFD
Flaherty & Crumrine Preferred and Income Fund
PFD
PFD
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $17K | – | – | – |
|
|
OPS
27
Orion Portfolio Solutions
Omaha,
Nebraska
| $17K | +$16.1K | +1,149 | New |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $16K | +$15.4K | +1,100 | New |
|
29
Citigroup
New York
| $12K | – | – | – |
|
|
APA
30
American Portfolios Advisors
Holbrook,
New York
| $10K | – | – | – |
|
|
JPLA
31
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $9K | -$4.21K | -300 | -33% |
|
32
US Bancorp
Minneapolis,
Minnesota
| $4K | – | – | – |
|
|
PAS
33
Partnervest Advisory Services
Santa Barbara,
California
| – | -$173K | -14,300 | Closed |
|
|
RJA
34
Raymond James & Associates
St Petersburg,
Florida
| – | -$170K | -14,094 | Closed |
|
|
CRC
35
Curi RMB Capital
Chicago,
Illinois
| – | -$168K | -13,897 | Closed |
|
36
Invesco
Atlanta,
Georgia
| – | -$132K | -10,972 | Closed |
|
|
NFG
37
Next Financial Group
Houston,
Texas
| – | -$22K | -1,813 | Closed |
|
|
SF
38
Synovus Financial
Columbus,
Georgia
| – | -$6K | -500 | Closed |
|