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Cohen & Steers REIT and Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
76
First Foundation Advisors
California
$230K -$288K -10,692 -54%
VVP
77
Venture Visionary Partners
Ohio
$229K +$5.66K +210 +2%
EAM
78
Evanson Asset Management
California
$225K
SHWM
79
Silicon Hills Wealth Management
Texas
$217K
APA
80
American Portfolios Advisors
New York
$207K +$54.2K +2,013 +33%
FBB
81
Fulton Breakefield Broenniman
Maryland
$205K
GLLW
82
Graves Light Lenhart Wealth
Virginia
$205K
MAG
83
MRA Advisory Group
New Jersey
$204K +$1.89K +70 +0.9%
CA
84
Cetera Advisors
Colorado
$204K +$12.3K +455 +6%
WGA
85
Weather Gauge Advisory
Virginia
$200K +$269 +10 +0.1%
First Manhattan
86
First Manhattan
New York
$189K
AWM
87
Avior Wealth Management
Nebraska
$139K +$1.99K +74 +1%
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
$105K
TCWM
89
Total Clarity Wealth Management
Illinois
$102K +$107K +3,983 New
ICM
90
Islay Capital Management
Texas
$92K +$216 +8 +0.2%
FCM
91
Firestone Capital Management
Florida
$85K
NFG
92
Next Financial Group
Texas
$73K +$4.42K +164 +6%
WWM
93
Wolff Wiese Magana
California
$60K
CCA
94
Column Capital Advisors
Indiana
$59K
IRC
95
Investors Research Corp
Georgia
$56K
GRP
96
Global Retirement Partners
California
$47K +$485 +18 +1%
TF
97
Tompkins Financial
New York
$44K +$45.8K +1,700 New
CFGS
98
Concourse Financial Group Securities
Alabama
$43K +$31.7K +1,175 +240%
US Bancorp
99
US Bancorp
Minnesota
$37K -$2.02K -75 -5%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$27K +$29.1K +1,080 New