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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
276
Perigon Wealth Management
California
$232K +$2.03K +169 +0.8%
CRWM
277
Castle Rock Wealth Management
California
$231K +$204 +17 +0.1%
CFGS
278
Concourse Financial Group Securities
Alabama
$229K +$53.4K +4,450 +29%
CPRC
279
Consolidated Portfolio Review Corp
New York
$229K +$239K +19,921 New
EW
280
Evoke Wealth
California
$228K
MFGM
281
Marshall Financial Group (Maryland)
Maryland
$227K
CIC
282
Carnegie Investment Counsel
Ohio
$227K -$35.1K -2,923 -13%
BAM
283
Baldrige Asset Management
Pennsylvania
$226K -$8.81K -734 -4%
HI
284
Harbour Investments
Wisconsin
$224K -$17.9K -1,495 -7%
CHJWM
285
Carlton Hofferkamp & Jenks Wealth Management
Texas
$219K
AFG
286
ABLE Financial Group
Arizona
$218K +$227K +18,946 New
FIA
287
Foundations Investment Advisors
Arizona
$216K +$226K +18,803 New
Citadel Advisors
288
Citadel Advisors
Florida
$214K -$735K -61,227 -77%
NSIM
289
North Star Investment Management
Illinois
$214K +$1.62K +135 +0.7%
LPAM
290
Lodestar Private Asset Management
California
$212K -$112K -9,320 -34%
PA
291
PFG Advisors
Arizona
$212K -$80K -6,667 -27%
WWM
292
Windsor Wealth Management
Indiana
$209K -$1.98K -165 -0.9%
CCA
293
Clearwater Capital Advisors
Illinois
$206K -$892K -74,327 -81%
LCM
294
LCM Capital Management
Illinois
$205K
SWM
295
SeaCrest Wealth Management
New York
$205K -$5.34K -445 -2%
CAM
296
Cresset Asset Management
Illinois
$204K +$2.44K +203 +1%
IAG
297
Investmark Advisory Group
Connecticut
$204K +$936 +78 +0.4%
YWM
298
Yoder Wealth Management
California
$203K +$212K +17,700 New
GLA
299
Good Life Advisors
Pennsylvania
$201K -$1.06K -88 -0.5%
BFG
300
Bleakley Financial Group
New Jersey
$200K -$119K -9,900 -36%