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PFD

Flaherty & Crumrine Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
26
LongView Wealth Management
Georgia
$246K -$26.9K -2,330 -10%
WS
27
Wedbush Securities
California
$222K
DADC
28
D.A. Davidson & Co
Montana
$200K
CSP
29
Cary Street Partners
Virginia
$176K -$349K -30,200 -67%
SWMP
30
Signature Wealth Management Partners
New Jersey
$172K
ORC
31
O'Rourke & Company
Massachusetts
$159K +$9.64K +834 +7%
CF
32
Centaurus Financial
California
$157K
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$139K +$7.88K +682 +6%
BlackRock
34
BlackRock
New York
$139K
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$131K -$11.9K -1,027 -8%
IA
36
IFP Advisors
Florida
$125K -$9.84K -851 -8%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$122K +$117K +10,144 New
Comerica Bank
38
Comerica Bank
Texas
$105K +$347 +30 +0.3%
SIS
39
Sound Income Strategies
Florida
$77.5K +$370 +32 +0.5%
NWMP
40
Noble Wealth Management PBC
Colorado
$65K +$62.5K +5,405 New
FFA
41
Farther Finance Advisors
California
$46.9K +$45.1K +3,900 New
WA
42
Whipplewood Advisors
Colorado
$44.9K -$1.02K -88 -2%
PFA
43
Pathway Financial Advisers
Indiana
$32K +$30.8K +2,664 New
AF
44
Allworth Financial
California
$17.2K
GWSG
45
GPS Wealth Strategies Group
Colorado
$15K
SPIA
46
Steward Partners Investment Advisory
New York
$9.02K
Jones Financial Companies
47
Jones Financial Companies
Missouri
$6.13K +$5.9K +510 New
GWM
48
Geneos Wealth Management
Colorado
$4.33K
HFS
49
Hantz Financial Services
Michigan
$4K +$3.41K +295 New
US Bancorp
50
US Bancorp
Minnesota
$3.61K