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Cohen & Steers REIT and Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$384K +$191K +8,539 +111%
IWM
52
IHT Wealth Management
Illinois
$380K +$118K +5,262 +48%
FFWM
53
Future Financial Wealth Management
Ohio
$373K +$21.5K +964 +7%
WMA
54
West Michigan Advisors
Michigan
$370K +$1.01K +45 +0.3%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$361K +$17.6K +786 +5%
SAM
56
Secure Asset Management
Michigan
$356K -$49.1K -2,199 -13%
GLA
57
Good Life Advisors
Pennsylvania
$349K +$329K +14,728 New
MOS
58
MGO One Seven
Ohio
$347K -$24K -1,073 -7%
IAIM
59
International Assets Investment Management
Florida
$323K -$4.47K -200 -1%
ASN
60
Advisory Services Network
Georgia
$322K
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$314K -$69.1K -3,090 -19%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$303K +$26.8K +1,198 +10%
US Bancorp
63
US Bancorp
Minnesota
$300K
TA
64
TFG Advisers
Michigan
$288K -$9.63K -431 -3%
LA
65
LexAurum Advisors
Kansas
$281K +$2.48K +111 +0.9%
IFG
66
Independent Financial Group
California
$276K -$15.6K -700 -6%
Stifel Financial
67
Stifel Financial
Missouri
$271K +$256K +11,442 New
Creative Planning
68
Creative Planning
Kansas
$258K +$243K +10,884 New
P
69
&Partners
Tennessee
$256K +$242K +10,830 New
EWA
70
EP Wealth Advisors
California
$254K +$240K +10,751 New
Truist Financial
71
Truist Financial
North Carolina
$242K -$81.1K -3,631 -26%
Mariner
72
Mariner
Kansas
$241K +$227K +10,167 New
MSAM
73
Moloney Securities Asset Management
Missouri
$236K +$223K +9,966 New
NAS
74
NWF Advisory Services
California
$234K +$221K +9,902 New
LWM
75
Lakeridge Wealth Management
Ohio
$231K +$218K +9,770 New