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Flaherty & Crumrine Preferred and Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
26
Formidable Asset Management
Ohio
$6K – – –
NFG
27
Next Financial Group
Texas
$2K – – –
LWM
28
Lenox Wealth Management
Ohio
– -$38K -1,950 Closed