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Cohen & Steers REIT and Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WC
76
Westwind Capital
New Mexico
$12K – – –
IWM
77
IHT Wealth Management
Illinois
$11K – – –
CAC
78
Certified Advisory Corp
Florida
$10K – – –
FIB
79
First Interstate Bank
Montana
$10K – – –
GRP
80
Global Retirement Partners
California
$6K – – –
FGC
81
Financial Gravity Companies
Texas
$5K +$2.46K +129 +88%
FGAM
82
Financial Gravity Asset Management
Texas
$5K +$5.25K +275 New
GI
83
Gradient Investments
Minnesota
$3K +$2.77K +145 New
SFSIG
84
San Francisco Sentry Investment Group
California
$2K – – –
HS
85
Horan Securities
United States
$1K – – –
WEC
86
Winslow Evans & Crocker
Massachusetts
$38 – – –
CAN
87
Cetera Advisor Networks
California
– -$1.49M -69,841 Closed
CAM
88
Covenant Asset Management
New Jersey
– -$1M -47,145 Closed
DADC
89
D.A. Davidson & Co
Montana
– -$234K -11,000 Closed
Citadel Advisors
90
Citadel Advisors
Florida
– -$228K -10,729 Closed
Creative Planning
91
Creative Planning
Kansas
– -$228K -10,714 Closed
CA
92
Cetera Advisors
Colorado
– -$218K -10,230 Closed
SSB
93
Sandy Spring Bank
Maryland
– -$64K -3,000 Closed
CA
94
Calton & Associates
Florida
– -$30K -1,539 Closed
SEI Investments
95
SEI Investments
Pennsylvania
– -$11K -500 Closed