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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Global Retirement Partners
51
Global Retirement Partners
California
$32K +$32.7K +1,658 New
IFP Advisors
52
IFP Advisors
Florida
$27.7K – – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$13.5K – – –
PWPS
54
Pinnacle Wealth Planning Services
Ohio
$12.4K +$12.7K +644 New
Arax Advisory Partners
55
Arax Advisory Partners
Colorado
$5.79K – – –
WA
56
WPG Advisers
Maryland
$5.21K +$3.88K +197 +270%
ECA
57
Elevated Capital Advisors
Utah
$3.86K +$3.94K +200 New
HWP
58
Highline Wealth Partners
California
$3.86K +$3.94K +200 New
Whittier Trust
59
Whittier Trust
California
$3.26K – – –
PB
60
Pinnacle Bancorp
Nebraska
$3.24K -$12.5K -636 -79%
AssetMark Inc
61
AssetMark Inc
California
$3.24K -$8.51K -432 -72%
Polar Asset Management Partners
62
Polar Asset Management Partners
Ontario, Canada
– -$1.5M -73,386 Closed
Northern Trust
63
Northern Trust
Illinois
– -$327K -16,000 Closed
VF
64
Virtu Financial
New York
– -$245K -12,015 Closed
Ameriprise
65
Ameriprise
Minnesota
– -$225K -11,000 Closed
KPF
66
K2 Principal Fund
Ontario, Canada
– -$200K -9,804 Closed
AWM
67
Activest Wealth Management
Florida
– -$152K -7,451 Closed
NFSG
68
Newbridge Financial Services Group
Florida
– -$151K -7,380 Closed
Steward Partners Investment Advisory
69
Steward Partners Investment Advisory
New York
– -$54.1K -2,650 Closed
KB
70
Kimelman & Baird
New York
– -$16.3K -800 Closed
Brown Brothers Harriman & Co
71
Brown Brothers Harriman & Co
New York
– -$82 -4 Closed