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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
101
Traynor Capital Management
Pennsylvania
$532K -$83.4K -5,628 -14%
CG
102
Colony Group
Massachusetts
$532K +$157K +10,616 +42%
NPC
103
National Planning Corporation
California
$524K -$394K -26,588 -43%
HSA
104
HBK Sorce Advisory
Pennsylvania
$519K +$33.6K +2,271 +7%
CP
105
Camelot Portfolios
Ohio
$511K -$129K -8,682 -20%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$498K +$304K +20,505 +158%
DP
107
Dearborn Partners
Illinois
$488K -$1.48K -100 -0.3%
BW
108
Bison Wealth
Georgia
$460K +$457K +30,849 New
CFA
109
Carroll Financial Associates
North Carolina
$456K +$265K +17,900 +141%
ICOA
110
Investment Centers of America
North Dakota
$445K +$65K +4,387 +17%
FIM
111
Freedom Investment Management
Connecticut
$426K -$110K -7,410 -21%
SI
112
SII Investments
Wisconsin
$394K +$394K +26,566 New
OA
113
Oxbow Advisors
Texas
$386K -$12.3K -830 -3%
PMG
114
ProVise Management Group
Florida
$370K +$368K +24,826 New
KeyBank National Association
115
KeyBank National Association
Ohio
$367K -$11.6K -784 -3%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$359K -$172K -11,600 -32%
JP Morgan Chase
117
JP Morgan Chase
New York
$357K -$65.4K -4,413 -16%
IWMPD
118
Integrated Wealth Management (Palm Desert)
California
$349K +$347K +23,430 New
NDSI
119
Newman Dignan & Sheerar Inc
Rhode Island
$327K +$15.5K +1,048 +5%
PO
120
Private Ocean
California
$306K
HighTower Advisors
121
HighTower Advisors
Illinois
$306K +$18.9K +1,276 +7%
SAG
122
Sterne Agee Group
Alabama
$303K +$302K +20,363 New
BFEC
123
Benjamin F. Edwards & Company
Missouri
$293K -$31.2K -2,105 -10%
WS
124
Wedbush Securities
California
$279K -$889 -60 -0.3%
NFG
125
Next Financial Group
Texas
$273K