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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
176
Advisory Services Network
Georgia
$90K -$95.9K -6,386 -52%
HWP
177
Hefty Wealth Partners
Indiana
$87K +$1.23K +82 +1%
BAM
178
Barrett Asset Management
New York
$81K +$79.6K +5,300 New
KF
179
Krilogy Financial
Missouri
$79K +$30.4K +2,027 +65%
AC
180
Alexandria Capital
Virginia
$78K – – –
AA
181
Apriem Advisors
California
$77K +$15 +1 +0%
DSC
182
Duncker Streett & Co
Missouri
$69K +$22.5K +1,500 +50%
CWM
183
Catamount Wealth Management
Connecticut
$69K +$67.6K +4,500 New
SA
184
SRH Advisors
Kansas
$53K – – –
WTB
185
Washington Trust Bank
Washington
$52K +$47.4K +3,159 +1,344%
KPCM
186
Kings Point Capital Management
New York
$46K – – –
BIM
187
BlackRock Investment Management
Delaware
$46K +$45K +3,000 New
SF
188
Synovus Financial
Georgia
$46K +$45K +3,000 New
MSFP
189
Mark Sheptoff Financial Planning
Connecticut
$26K – – –
PRS
190
Pinkerton Retirement Specialists
Idaho
$24K – – –
CTC
191
Central Trust Company
Missouri
$23K +$7.27K +484 +48%
SIG
192
Stanford Investment Group
California
$22K – – –
BC
193
Barnett & Company
Tennessee
$18K – – –
PFG
194
Piershale Financial Group
Illinois
$17K -$29.1M -1,938,786 -100%
FANJ
195
Financial Architects (New Jersey)
New Jersey
$17K +$16.7K +1,111 New
AA
196
Advisory Alpha
Michigan
$16K +$16.1K +1,071 New
HRC
197
Hoertkorn Richard Charles
$15K – – –
NSIM
198
North Star Investment Management
Illinois
$14K +$195 +13 +1%
SNT
199
Security National Trust
West Virginia
$11K – – –
FWM
200
Focused Wealth Management
New York
$11K +$105 +7 +1%
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