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PFD

Flaherty & Crumrine Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$150K +$164K +10,850 New
BAM
27
Belpointe Asset Management
Nevada
$144K -$23.6K -1,558 -11%
MFA
28
McClarren Financial Advisors
Pennsylvania
$118K +$2.09K +138 +2%
APA
29
American Portfolios Advisors
New York
$63.7K -$8.33K -550 -11%
PFS
30
Prospera Financial Services
Texas
$53K +$57.8K +3,817 New
SW
31
SVB Wealth
Massachusetts
$46K
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$34K
UB
33
UMB Bank
Missouri
$28K -$19.7K -1,300 -39%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$27K -$6.88K -454 -19%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$18K
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$17K
GWSG
37
GPS Wealth Strategies Group
Colorado
$17K +$18.9K +1,250 New
WWM
38
Wolff Wiese Magana
California
$14K
AA
39
Addison Advisors
Vermont
$13K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$12K
GWM
41
Geneos Wealth Management
Colorado
$9K -$8.04K -531 -44%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$5.8K +$106 +7 +2%
US Bancorp
43
US Bancorp
Minnesota
$4K
Baird Financial Group
44
Baird Financial Group
Wisconsin
-$238K -13,608 Closed
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
-$223K -12,750 Closed
CW
46
CreativeOne Wealth
Kansas
-$221K -12,600 Closed
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
-$26K -1,500 Closed
AF
48
Advisornet Financial
Minnesota
-$23K -1,300 Closed
TRCT
49
Tower Research Capital (TRC)
New York
-$20K -1,116 Closed
SPIA
50
Steward Partners Investment Advisory
New York
-$10K -571 Closed