We are live on ! Find out more
PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Apella Capital
Connecticut
$139K
CSIC
27
Clifford Swan Investment Counsel
California
$139K -$129K -14,500 -49%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$130K +$402 +45 +0.3%
SFI
29
SPC Financial Inc
Maryland
$124K
JCM
30
Jag Capital Management
Missouri
$117K
Osaic Holdings
31
Osaic Holdings
Arizona
$111K -$133K -14,882 -55%
MFWP
32
Mosaic Family Wealth Partners
Missouri
$109K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$105K +$101K +11,301 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$98.5K +$95.1K +10,654 New
CPRC
35
Consolidated Portfolio Review Corp
New York
$98.1K -$363K -40,665 -79%
BFF
36
Byrne Financial Freedom
Massachusetts
$94.3K
UBS Group
37
UBS Group
Switzerland
$65.9K -$20.6K -2,309 -24%
Raymond James Financial
38
Raymond James Financial
Florida
$49.1K +$47.4K +5,308 New
CA
39
CoreCap Advisors
Michigan
$38.9K +$28.6K +3,200 +320%
SAM
40
S.A. Mason
Michigan
$32.4K
AAS
41
Ameritas Advisory Services
Nebraska
$32.4K +$31.2K +3,500 New
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$26.5K +$27 +3 +0.1%
AF
43
Allworth Financial
California
$23.2K +$22.4K +2,510 New
WBC
44
West Branch Capital
Massachusetts
$21K +$268 +30 +1%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$15K +$4.91K +550 +52%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12K
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$9.25K +$8.93K +1,000 New
AA
48
AQR Arbitrage
Connecticut
-$237K -25,750 Closed
Vanguard Capital Wealth Advisors
49
Vanguard Capital Wealth Advisors
Colorado
-$129K -14,000 Closed
Citadel Advisors
50
Citadel Advisors
Florida
-$109K -11,873 Closed