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Cohen & Steers REIT and Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
76
Jane Street
New York
$212K +$230K +10,154 New
MPW
77
Monterey Private Wealth
California
$207K +$224K +9,902 New
IWM
78
IHT Wealth Management
Illinois
$205K -$143K -6,296 -39%
LWM
79
Lakeridge Wealth Management
Ohio
$204K
GWM
80
Geneos Wealth Management
Colorado
$195K +$212K +9,336 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$188K -$11.3K -500 -5%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$163K +$174K +7,691 +7,121%
PTC
83
Private Trust Company
Ohio
$151K
AWM
84
Avior Wealth Management
Nebraska
$148K +$2.9K +128 +2%
EC
85
Elequin Capital
New York
$131K +$142K +6,251 New
SWM
86
Spire Wealth Management
Virginia
$123K +$133K +5,892 New
TWC
87
TD Waterhouse Canada
Ontario, Canada
$104K +$113K +5,000 New
CA
88
CoreCap Advisors
Michigan
$86.9K
MCM
89
MAI Capital Management
Ohio
$85.6K +$92.8K +4,095 New
MCM
90
Manchester Capital Management
Vermont
$83.6K
VHAM
91
Van Hulzen Asset Management
California
$75.6K +$82K +3,618 New
CSC
92
Caldwell Sutter Capital
California
$62.7K
ICM
93
Islay Capital Management
Texas
$62.7K
EWA
94
EverSource Wealth Advisors
Alabama
$57.5K
CFB
95
Cullen/Frost Bankers
Texas
$56.6K
PFBT
96
Parkside Financial Bank & Trust
Missouri
$52.3K
IRC
97
Investors Research Corp
Georgia
$46K
CAL
98
Capital Advisors Ltd
Ohio
$42K
AG
99
AmeriFlex Group
Nevada
$31.9K +$33.3K +1,469 New
MSG
100
Main Street Group
Virginia
$21.7K