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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
326
Sargent Bickham Lagudis
Colorado
$26K +$342 +23 +1%
ONST
327
Old North State Trust
North Carolina
$24K – – –
TFGT
328
TS Financial Group (TSFG)
Illinois
$21K – – –
RIA
329
Realta Investment Advisors
Delaware
$18K -$4.26K -286 -20%
Allworth Financial
330
Allworth Financial
California
$17K +$30 +2 +0.2%
AIM
331
Advantage Investment Management
Iowa
$15K – – –
FRA
332
Front Row Advisors
California
$15K – – –
WEC
333
Winslow Evans & Crocker
Massachusetts
$14K -$13.4K -900 -53%
PineBridge Investments
334
PineBridge Investments
New York
$14K – – –
FFW
335
Fusion Family Wealth
New York
$13K -$9.68K -650 -42%
FWM
336
Focused Wealth Management
New York
$13K +$179 +12 +1%
FCMT
337
Founders Capital Management (Texas)
Texas
$12K -$2.98K -200 -20%
MUFG Americas
338
MUFG Americas
New York
$12K – – –
Capital Analysts LLC
339
Capital Analysts LLC
Pennsylvania
$11K – – –
SNT
340
Security National Trust
West Virginia
$11K – – –
Whittier Trust
341
Whittier Trust
California
$10K -$14K -942 -58%
QAM
342
QCI Asset Management
New York
$10K -$476 -32 -5%
KC
343
Knuff & Co
California
$10K – – –
Valeo Financial Advisors
344
Valeo Financial Advisors
Indiana
$10K +$2.28K +153 +28%
FPB
345
First PREMIER Bank
South Dakota
$10K +$10K +675 New
RBC
346
Roble Belko & Company
Pennsylvania
$9K – – –
LWA
347
Lowe Wealth Advisors
Maryland
$6K – – –
Farmers & Merchants Investments Inc
348
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
TCI Wealth Advisors
349
TCI Wealth Advisors
Arizona
$5K +$2.83K +190 +109%
Bogart Wealth LLC
350
Bogart Wealth LLC
Virginia
$5K +$4.97K +334 New