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PGZ
Principal Real Estate Income Fund
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
26
CX Institutional
Auburn,
Indiana
| $15K | +$15.1K | +1,445 | New |
|
|
GJIA
27
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $14.9K | – | – | – |
|
|
KFP
28
Kerr Financial Planning
Fresno,
California
| $13.8K | +$14.1K | +1,349 | New |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $13.5K | +$13.5K | +1,292 | New |
|
|
TWC
30
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $10.5K | – | – | – |
|
|
HWP
31
Highline Wealth Partners
Sherman Oaks,
California
| $5.23K | +$5.23K | +500 | New |
|
32
Wells Fargo
San Francisco,
California
| $16 | +$21 | +2 | New |
|
|
KA
33
Kozak & Associates
Highlands Ranch,
Colorado
| $6 | -$10.2K | -975 | -100% |
|
|
SAM
34
S.A. Mason
Holland,
Michigan
| – | -$11K | -1,041 | Closed |
|
|
MSWA
35
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| – | -$1.2K | -115 | Closed |
|