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PFD

Flaherty & Crumrine Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$191K +$201K +17,100 New
DADC
27
D.A. Davidson & Co
Montana
$186K
CIA
28
Capital Investment Advisors
Georgia
$178K +$38.7K +3,297 +26%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$174K +$183K +15,568 New
SWMP
30
Signature Wealth Management Partners
New Jersey
$160K
ORC
31
O'Rourke & Company
Massachusetts
$153K +$4.96K +423 +3%
CF
32
Centaurus Financial
California
$146K
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$130K +$458 +39 +0.3%
BlackRock
34
BlackRock
New York
$129K
KAS
35
Kestra Advisory Services
Texas
$128K +$134K +11,453 New
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$124K
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$116K +$1.49K +127 +1%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$98.5K +$103K +8,806 New
NWMP
39
Noble Wealth Management PBC
Colorado
$71K +$11.1K +950 +18%
SIS
40
Sound Income Strategies
Florida
$70K -$4.52K -385 -6%
FFA
41
Farther Finance Advisors
California
$44.1K
WA
42
Whipplewood Advisors
Colorado
$40.7K +$12 +1 +0%
SPIA
43
Steward Partners Investment Advisory
New York
$39.5K +$35.6K +3,030 +606%
WB
44
Webster Bank
Connecticut
$22.4K
AF
45
Allworth Financial
California
$16K
GWM
46
Geneos Wealth Management
Colorado
$4.03K
US Bancorp
47
US Bancorp
Minnesota
$3.35K
HWP
48
Highline Wealth Partners
California
$2.79K +$2.93K +250 New
BTI
49
Blue Trust Inc
Georgia
$2.24K
CS
50
Clear Street
New York
$794 +$833 +71 New