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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
201
Raymond James Trust
Florida
$527K -$58.6K -3,927 -10%
BRWA
202
B. Riley Wealth Advisors
Florida
$517K +$299K +20,047 +139%
CAN
203
Claraphi Advisory Network
United States
$514K +$139K +9,297 +37%
BJL
204
Brighton Jones LLC
Washington
$512K +$46K +3,085 +10%
MAFM
205
Mid Atlantic Financial Management
Pennsylvania
$511K +$68.1K +4,565 +15%
TCPWM
206
Traverso Chambers Private Wealth Management
California
$509K
SBIA
207
Sheaff Brock Investment Advisors
Indiana
$506K +$92.3K +6,180 +22%
NPP
208
New Potomac Partners
Maryland
$506K +$433K +28,985 +610%
BWA
209
Beam Wealth Advisors
Louisiana
$496K +$493K +33,013 New
FNC
210
First National Corp
Massachusetts
$492K -$448 -30 -0.1%
AWA
211
Arete Wealth Advisors
Illinois
$472K +$168K +11,268 +56%
BC
212
Barnett & Company
Tennessee
$471K +$145K +9,700 +45%
GPA
213
Guidance Point Advisors
Massachusetts
$470K +$468K +31,352 New
CAGAS
214
Capital Advisory Group Advisory Services
Minnesota
$464K +$281K +18,839 +159%
KWM
215
Kingsview Wealth Management
Oregon
$448K +$20.4K +1,365 +5%
AFC
216
AFT Forsyth & Company
Florida
$442K
Neuberger Berman Group
217
Neuberger Berman Group
New York
$441K +$176K +11,780 +67%
QIM
218
Quest Investment Management
Oregon
$433K
IWS
219
Insight Wealth Strategies
California
$432K +$146K +9,778 +52%
SFS
220
Sowell Financial Services
Arkansas
$431K +$398K +26,651 +1,288%
PP
221
Paloma Partners
Connecticut
$424K +$422K +28,249 New
NC
222
NewSquare Capital
Pennsylvania
$421K +$158K +10,575 +61%
JWCA
223
J.W. Cole Advisors
Florida
$421K +$418K +28,033 New
ASN
224
Advisory Services Network
Georgia
$416K -$30.9K -2,072 -7%
MAP
225
Milestone Advisory Partners
North Carolina
$414K