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Cohen & Steers REIT and Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$27K -$15.2K -695 -30%
GRP
77
Global Retirement Partners
California
$27K +$438 +20 +1%
DWM
78
Darwin Wealth Management
Florida
$26K +$35.7K +1,630 New
CAN
79
Claraphi Advisory Network
United States
$19K +$25.7K +1,172 New
US Bancorp
80
US Bancorp
Minnesota
$18K
Deutsche Bank
81
Deutsche Bank
Germany
$16K +$110 +5 +0.5%
KPW
82
Kore Private Wealth
New York
$16K +$21.9K +1,000 New
WCG
83
Weaver Consulting Group
California
$10K
CAC
84
Certified Advisory Corp
Florida
$9K
GWM
85
Geneos Wealth Management
Colorado
$8K
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$8K
FHA
87
Flagship Harbor Advisors
Massachusetts
$5K
SIM
88
Sonora Investment Management
Arizona
$2K -$3.18K -145 -59%
OPS
89
Orion Portfolio Solutions
Nebraska
$2K +$2.28K +104 New
WLPWM
90
Walled Lake Planning & Wealth Management
Illinois
$1K +$943 +43 New
PPA
91
Parametric Portfolio Associates
Washington
-$2.58M -108,372 Closed
WA
92
WESPAC Advisors
California
-$1.62M -68,284 Closed
IWM
93
IHT Wealth Management
Illinois
-$881K -37,044 Closed
MML Investors Services
94
MML Investors Services
Massachusetts
-$756K -31,790 Closed
IAA
95
Independent Advisor Alliance
North Carolina
-$384K -16,122 Closed
AL
96
Aspiriant LLC
California
-$348K -14,646 Closed
Stifel Financial
97
Stifel Financial
Missouri
-$262K -11,005 Closed
Creative Planning
98
Creative Planning
Kansas
-$246K -10,344 Closed
Lido Advisors
99
Lido Advisors
California
-$239K -10,061 Closed
PAG
100
Private Advisor Group
New Jersey
-$222K -9,352 Closed