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PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
26
Arlington Capital Management
Illinois
$124K +$117K +15,524 New
OWA
27
ORBA Wealth Advisors
Illinois
$111K +$105K +14,000 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$100K -$10K -1,334 -10%
Millennium Management
29
Millennium Management
New York
$99.9K – – –
RL
30
RPO LLC
Connecticut
$97.8K +$92.3K +12,287 New
Mariner
31
Mariner
Kansas
$97.5K -$526 -70 -0.6%
MFWP
32
Mosaic Family Wealth Partners
Missouri
$94.1K – – –
FMN
33
Financial Management Network
California
$90.4K +$946 +126 +1%
QWM
34
Quaker Wealth Management
New Jersey
$87.1K +$1.29K +172 +2%
Stifel Financial
35
Stifel Financial
Missouri
$85.7K – – –
RCA
36
Resonant Capital Advisors
Wisconsin
$79.6K – – –
SAM
37
S.A. Mason
Michigan
$55.7K – – –
JP Morgan Chase
38
JP Morgan Chase
New York
$29.3K +$23.6K +3,138 +583%
AWM
39
Atticus Wealth Management
Florida
$20.7K +$353 +47 +2%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$20K – – –
BWM
41
Baystate Wealth Management
Massachusetts
$20K +$18.9K +2,514 New
WBC
42
West Branch Capital
Massachusetts
$16.7K +$7.7K +1,025 +96%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$6K +$4.95K +659 +434%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$5K – – –
IAIM
46
International Assets Investment Management
Florida
$2.82K +$168K +22,415 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$8 +$8 +1 New
RJA
48
Raymond James & Associates
Florida
– -$141K -18,927 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$105K -14,077 Closed
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
– -$22.7K -3,055 Closed
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