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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
251
King Wealth Management Group
Florida
$158K -$63K -4,567 -28%
AW
252
ACG Wealth
Georgia
$157K – – –
9WM
253
9258 Wealth Management
Ohio
$155K +$158K +11,471 New
CAL
254
Capital Advisors Ltd
Ohio
$153K +$49.5K +3,585 +46%
BAM
255
Barrett Asset Management
New York
$152K – – –
CIAS
256
Capital Investment Advisory Services
North Carolina
$151K +$155K +11,216 New
TCM
257
Traynor Capital Management
Pennsylvania
$150K -$18.9K -1,371 -11%
RG
258
Rathbones Group
United Kingdom
$148K +$152K +11,000 New
IA
259
IndexIQ Advisors
New York
$146K -$503K -36,459 -77%
NFG
260
Next Financial Group
Texas
$145K +$133K +9,658 +870%
FGC
261
Financial Gravity Companies
Texas
$144K +$140K +10,146 New
FNBOSM
262
First National Bank of South Miami
Florida
$142K +$138K +9,999 New
CM
263
Cornerstone Management
Georgia
$141K – – –
CFS
264
CRA Financial Services
New Jersey
$138K +$141K +10,250 New
LNC
265
Lincoln National Corp
Pennsylvania
$134K -$40.8K -2,957 -23%
CB
266
CNB Bank
Pennsylvania
$132K -$23.4K -1,700 -15%
WCM
267
WealthBridge Capital Management
Ohio
$116K +$119K +8,630 New
BAM
268
Belpointe Asset Management
Nevada
$105K -$88.9K -6,443 -45%
WAM
269
Wealthspire Advisors (Maryland)
Maryland
$93K +$95.5K +6,920 New
CAGAS
270
Capital Advisory Group Advisory Services
Minnesota
$81K +$82.6K +5,989 New
QCIG
271
Quad-Cities Investment Group
Iowa
$72K -$5.34K -387 -7%
NPP
272
New Potomac Partners
Maryland
$64K -$18.6K -1,350 -22%
RWA
273
Ropes Wealth Advisors
Massachusetts
$55K +$56.6K +4,100 New
CFA
274
Carroll Financial Associates
North Carolina
$54K – – –
PFSC
275
Peoples Financial Services Corp
Pennsylvania
$54K – – –
9 10
11
12 13