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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
151
WFG Advisors
Texas
$21K – – –
SIG
152
Stanford Investment Group
California
$21K +$21.1K +1,450 New
AWM
153
Avior Wealth Management
Nebraska
$20K +$291 +20 +1%
AA
154
Apriem Advisors
California
$16K +$15 +1 +0.1%
HRC
155
Hoertkorn Richard Charles
$15K – – –
FNBT
156
FineMark National Bank & Trust
Florida
$15K +$14.4K +989 New
WEC
157
Winslow Evans & Crocker
Massachusetts
$13.2K – – –
RIA
158
Regal Investment Advisors
Michigan
$13K – – –
FWM
159
Focused Wealth Management
New York
$11K – – –
SNT
160
Security National Trust
West Virginia
$10K – – –
EWM
161
Edge Wealth Management
New York
$7K – – –
FMII
162
Farmers & Merchants Investments Inc
Nebraska
$5K -$1.5K -103 -25%
ASN
163
Advisory Services Network
Georgia
$3K -$225K -15,449 -99%
PFG
164
Piershale Financial Group
Illinois
– -$14.8M -1,026,246 Closed
TWM
165
Torch Wealth Management
Ohio
– -$1.88M -130,178 Closed
FAAM
166
First Allied Asset Management
California
– -$996K -68,750 Closed
PSW
167
Portfolio Strategies (Washington)
Washington
– -$902K -62,370 Closed
PMG
168
ProVise Management Group
Florida
– -$823K -56,902 Closed
VKH
169
Virtu KCG Holdings
New York
– -$230K -15,901 Closed
CK
170
Carnick & Kubik
Colorado
– -$160K -11,050 Closed
JFA
171
JNBA Financial Advisors
Minnesota
– -$74K -5,112 Closed
KT
172
Kanaly Trust
Texas
– -$53K -3,650 Closed
AAM
173
American Asset Management
Florida
– -$47K -3,250 Closed
BCM
174
Blume Capital Management
California
– -$26K -1,779 Closed
FIG
175
Fusion Investment Group
Pennsylvania
– -$14K -942 Closed
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