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Global X US Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
101
Triumph Capital Management
Colorado
$879K +$581K +29,134 +203%
WWM
102
Western Wealth Management
Colorado
$827K +$818K +41,028 New
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$813K -$336K -16,823 -29%
GC
104
Gratus Capital
Georgia
$806K -$2.85K -143 -0.4%
RW
105
RVW Wealth
California
$781K +$3.19K +160 +0.4%
EFS
106
Essex Financial Services
Connecticut
$780K
CG
107
CFO4Life Group
Texas
$748K
LSA
108
L & S Advisors
California
$737K +$35.6K +1,785 +5%
IP
109
Ignite Planners
California
$712K -$264K -13,227 -27%
FCM
110
Firestone Capital Management
Florida
$710K +$201K +10,055 +40%
Corient Private Wealth
111
Corient Private Wealth
Florida
$677K -$84K -4,209 -11%
PTC
112
Private Trust Company
Ohio
$676K +$56.3K +2,824 +9%
MLA
113
My Legacy Advisors
Oregon
$662K -$56.8K -2,849 -8%
WWA
114
WCG Wealth Advisors
Nevada
$655K +$72.6K +3,640 +13%
IIA
115
Integral Investment Advisors
California
$632K +$620K +31,091 New
AWM
116
Activest Wealth Management
Florida
$617K -$1.12M -56,005 -65%
AWA
117
Acorn Wealth Advisors
Michigan
$588K +$47.6K +2,388 +9%
GRP
118
Global Retirement Partners
California
$585K -$19.4K -975 -3%
NCM
119
Nelson Capital Management
California
$583K +$14.7K +739 +3%
IFPG
120
Intrepid Financial Planning Group
Indiana
$583K +$577K +28,910 New
CWM
121
Cornerstone Wealth Management
Missouri
$557K +$343K +17,192 +165%
MCA
122
MSH Capital Advisors
Arizona
$553K +$117K +5,877 +27%
WCM
123
WealthBridge Capital Management
Ohio
$532K
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$530K -$48.3K -2,421 -8%
DWM
125
Drive Wealth Management
Utah
$529K -$110K -5,531 -17%