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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
376
Parallel Advisors
California
$109K -$102K -9,313 -50%
UB
377
UMB Bank
Missouri
$104K +$98.6K +9,033 New
CIAS
378
Capital Investment Advisory Services
North Carolina
$97.1K +$10.9K +1,003 +13%
AWM
379
Avior Wealth Management
Nebraska
$95.4K -$63.2K -5,787 -41%
SAM
380
S.A. Mason
Michigan
$95.3K – – –
WSCM
381
Wellington Shields Capital Management
New York
$93.2K +$382 +35 +0.4%
TRCT
382
Tower Research Capital (TRC)
New York
$90K +$60.4K +5,532 +239%
TSWM
383
Tyler-Stone Wealth Management
Ohio
$89.6K +$709 +65 +0.8%
PSB
384
Piscataqua Savings Bank
New Hampshire
$85.7K -$278K -25,500 -77%
HT
385
Headlands Technologies
Illinois
$83.5K +$69.7K +6,382 +712%
RF
386
Robbins Farley
New Hampshire
$83K – – –
BAM
387
Bellevue Asset Management
Washington
$77.6K -$1.76K -161 -2%
RPCA
388
Running Point Capital Advisors
California
$77.1K -$24.1K -2,212 -25%
FGAM
389
Financial Gravity Asset Management
Texas
$76.2K +$72.5K +6,644 New
BSB
390
Bangor Savings Bank
Maine
$74.6K – – –
BCWM
391
Bartlett & Co Wealth Management
Ohio
$74.4K – – –
BC
392
Bartlett & Co
Ohio
$74K – – –
CFGS
393
Concourse Financial Group Securities
Alabama
$69.7K +$7.09K +650 +12%
TCA
394
Trifecta Capital Advisors
Illinois
$68.5K +$65.2K +5,975 New
CHA
395
Carmichael Hill & Associates
Maryland
$66.9K -$6.06K -555 -9%
TF
396
Tompkins Financial
New York
$65.9K -$72.1K -6,606 -53%
ASBI
397
American State Bank (Iowa)
Iowa
$64.5K +$1.89K +173 +3%
CA
398
Clearstead Advisors
Ohio
$63.9K – – –
DSC
399
Duncker Streett & Co
Missouri
$63.1K – – –
DFA
400
DHJJ Financial Advisors
Illinois
$56.7K -$2.73K -250 -5%
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16
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