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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
326
Carlton Hofferkamp & Jenks Wealth Management
Texas
$168K +$164K +11,200 New
I
327
INVST
Indiana
$166K -$5.94M -405,287 -97%
PWMAG
328
Pinnacle Wealth Management Advisory Group
New Jersey
$162K -$4.4K -300 -3%
RG
329
Rathbones Group
United Kingdom
$162K – – –
FPGK
330
Financial Partners Group (Kansas)
Kansas
$157K +$4.37K +298 +3%
GSWM
331
Golden State Wealth Management
California
$154K -$227K -15,471 -60%
IA
332
IndexIQ Advisors
New York
$154K -$23.9K -1,627 -13%
SW
333
SkyOak Wealth
Michigan
$154K -$17.8K -1,214 -10%
NFG
334
Next Financial Group
Texas
$154K -$2.52K -172 -2%
BAM
335
Belpointe Asset Management
Nevada
$151K -$708K -48,281 -82%
FHA
336
Flagship Harbor Advisors
Massachusetts
$149K -$74.4K -5,072 -33%
AIC
337
Argus Investors Counsel
New York
$149K +$148K +10,120 New
WLPWM
338
Walled Lake Planning & Wealth Management
Illinois
$149K +$148K +10,125 New
MWM
339
Meridian Wealth Management
Kentucky
$148K +$176 +12 +0.1%
CBB
340
Citizens Business Bank
California
$147K – – –
CFS
341
CRA Financial Services
New Jersey
$147K – – –
PFGIA
342
Patriot Financial Group Insurance Agency
Massachusetts
$146K +$20.6K +1,405 +16%
HCM
343
Highlander Capital Management
New Jersey
$145K -$54.3K -3,700 -27%
VFA
344
Valeo Financial Advisors
Indiana
$145K +$11.1K +755 +8%
9WM
345
9258 Wealth Management
Ohio
$144K +$144K +9,804 New
BW
346
Bison Wealth
Georgia
$138K +$22.7K +1,545 +20%
BAM
347
Bellevue Asset Management
Washington
$135K – – –
CFN
348
Cordasco Financial Network
Florida
$130K – – –
BFEC
349
Benjamin F. Edwards & Company
Missouri
$106K -$6.38K -435 -6%
AIC
350
Archer Investment Corporation
Indiana
$99.3K – – –
12 13
14
15 16