We are live on ! Find out more
PGX icon

Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
426
Total Clarity Wealth Management
Illinois
$165K -$29.1K -1,950 -15%
RG
427
Rathbones Group
United Kingdom
$165K
PSIWM
428
Paradigm Strategies in Wealth Management
Minnesota
$161K -$216K -14,471 -57%
PFGIA
429
Patriot Financial Group Insurance Agency
Massachusetts
$160K
DJYG
430
David J. Yvars Group
Florida
$157K -$6.65K -446 -4%
GWSG
431
GPS Wealth Strategies Group
Colorado
$157K
SW
432
SkyOak Wealth
Michigan
$157K
CFS
433
CRA Financial Services
New Jersey
$157K +$7.44K +499 +5%
CWS
434
Cypress Wealth Services
California
$152K -$1.43K -96 -0.9%
WLPWM
435
Walled Lake Planning & Wealth Management
Illinois
$152K
HCM
436
Highlander Capital Management
New Jersey
$147K
BAM
437
Bellevue Asset Management
Washington
$135K -$1.43K -96 -1%
CFN
438
Cordasco Financial Network
Florida
$132K +$119 +8 +0.1%
NFG
439
Next Financial Group
Texas
$121K +$1.1K +74 +0.9%
CHA
440
Carmichael Hill & Associates
Maryland
$120K
SAM
441
S.A. Mason
Michigan
$119K +$47.1K +3,160 +67%
SWM
442
Spire Wealth Management
Virginia
$116K -$49.7K -3,334 -30%
JEST
443
JTC Employer Solutions Trustee
Jersey
$108K
RCA
444
Riverview Capital Advisers
Massachusetts
$108K +$107K +7,188 New
GLLW
445
Graves Light Lenhart Wealth
Virginia
$104K
FFA
446
Founders Financial Alliance
North Carolina
$101K -$36.7K -2,463 -27%
WWMSC
447
Wagner Wealth Management (South Carolina)
South Carolina
$101K
CC
448
Commons Capital
Massachusetts
$97K +$96.4K +6,469 New
US Bancorp
449
US Bancorp
Minnesota
$93K -$12.5K -838 -12%
CA
450
Cornerstone Advisory
Maryland
$90K +$89.4K +6,000 New