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Cohen & Steers REIT and Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$76K +$16.1K +755 +29%
FCM
77
Firestone Capital Management
Florida
$71K
NFG
78
Next Financial Group
Texas
$65K -$2.5K -117 -4%
VBCG
79
Valley Brook Capital Group
Pennsylvania
$59K +$55.5K +2,602 New
WWM
80
Wolff Wiese Magana
California
$54K +$50.1K +2,349 New
CCA
81
Column Capital Advisors
Indiana
$53K
IRC
82
Investors Research Corp
Georgia
$50K
AWA
83
Arkadios Wealth Advisors
Georgia
$49K +$45.9K +2,150 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$44K
GRP
85
Global Retirement Partners
California
$40K +$427 +20 +1%
TF
86
Tompkins Financial
New York
$39K +$36.3K +1,700 New
US Bancorp
87
US Bancorp
Minnesota
$26K
BWM
88
BerganKDV Wealth Management
Minnesota
$26K +$23.8K +1,117 New
Deutsche Bank
89
Deutsche Bank
Germany
$23K
PS
90
Planned Solutions
California
$23K +$21.3K +1,000 New
FIA
91
FNY Investment Advisers
New York
$22K +$21.3K +1,000 New
DOA
92
D'Orazio & Associates
Virginia
$21K +$12.9K +604 +185%
HFM
93
Hartford Financial Management
Connecticut
$18K +$17.1K +800 New
GWM
94
Geneos Wealth Management
Colorado
$14K
CFGS
95
Concourse Financial Group Securities
Alabama
$13K -$65.3K -3,062 -84%
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$11K
TAM
97
Tucker Asset Management
Colorado
$4.41K +$4.12K +193 New
CCC
98
Crescent Capital Consulting
Louisiana
$2K +$2.13K +100 New
WLPWM
99
Walled Lake Planning & Wealth Management
Illinois
$1K -$469 -22 -49%
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
-$601K -27,624 Closed