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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
376
SkyOak Wealth
Michigan
$160K – – –
WA
377
Winfield Associates
Ohio
$160K +$157K +10,490 New
BAM
378
Belpointe Asset Management
Nevada
$159K +$2.4K +160 +2%
CIC
379
Carnegie Investment Counsel
Ohio
$155K -$429K -28,610 -74%
WLPWM
380
Walled Lake Planning & Wealth Management
Illinois
$155K – – –
PCM
381
Palouse Capital Management
Washington
$155K +$153K +10,174 New
MWM
382
Meridian Wealth Management
Kentucky
$154K +$180 +12 +0.1%
CBB
383
Citizens Business Bank
California
$153K – – –
CFS
384
CRA Financial Services
New Jersey
$153K – – –
HCM
385
Highlander Capital Management
New Jersey
$150K – – –
WEC
386
Winslow Evans & Crocker
Massachusetts
$147K +$110K +7,302 +317%
BAM
387
Bellevue Asset Management
Washington
$136K -$1.44K -96 -1%
CFN
388
Cordasco Financial Network
Florida
$134K – – –
BC
389
Bartlett & Co
Ohio
$134K +$132K +8,780 New
BCWM
390
Bartlett & Co Wealth Management
Ohio
$133K +$132K +8,780 New
CHA
391
Carmichael Hill & Associates
Maryland
$122K -$51.8K -3,456 -30%
WWMSC
392
Wagner Wealth Management (South Carolina)
South Carolina
$118K +$116K +7,750 New
BW
393
Bison Wealth
Georgia
$117K -$25.5K -1,700 -18%
IA
394
IndexIQ Advisors
New York
$105K -$53.9K -3,596 -34%
NFSG
395
Newbridge Financial Services Group
Florida
$95K +$14.9K +991 +19%
AIC
396
Archer Investment Corporation
Indiana
$92K -$10.7K -710 -11%
BFEC
397
Benjamin F. Edwards & Company
Missouri
$92K -$17.2K -1,147 -16%
RPWA
398
Regent Peak Wealth Advisors
Georgia
$89K +$87.6K +5,840 New
DSC
399
Duncker Streett & Co
Missouri
$87K – – –
CTFG
400
Capstone Triton Financial Group
Oklahoma
$86K +$84.4K +5,629 New
14 15
16
17 18