We are live on ! Find out more
RNP icon

Cohen & Steers REIT and Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$9K +$4.67K +200 +101%
RG
102
Retirement Group
California
$8K
WAM
103
Worth Asset Management
Texas
$7K
ACM
104
Antonetti Capital Management
Florida
$4K
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$4K
CAL
106
Capital Analysts LLC
Pennsylvania
$4K +$70 +3 +2%
CFGS
107
Concourse Financial Group Securities
Alabama
$3K +$444 +19 +17%
MFT
108
Moisand Fitzgerald Tamayo
Florida
$1K -$1.07K -46 -50%
CMP
109
Coston McIsaac & Partners
Maine
$1K +$1.4K +60 New
Stifel Financial
110
Stifel Financial
Missouri
-$702K -26,091 Closed
SWM
111
Spire Wealth Management
Virginia
-$490K -18,210 Closed
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
-$382K -14,017 Closed
BF
113
BOK Financial
Oklahoma
-$350K -13,000 Closed
AWS
114
Atria Wealth Solutions
New York
-$336K -12,487 Closed
RWA
115
River Wealth Advisors
Pennsylvania
-$313K -11,642 Closed
PFS
116
Prospera Financial Services
Texas
-$257K -9,568 Closed
FPAS
117
Focus Partners Advisor Solutions
Missouri
-$242K -8,989 Closed
AA
118
Aire Advisors
California
-$233K -8,652 Closed
CA
119
Cetera Advisors
Colorado
-$232K -8,619 Closed
SHWM
120
Silicon Hills Wealth Management
Texas
-$227K -8,444 Closed
EAM
121
Evanson Asset Management
California
-$222K -8,250 Closed
FBB
122
Fulton Breakefield Broenniman
Maryland
-$215K -8,000 Closed
GLA
123
Good Life Advisors
Pennsylvania
-$213K -7,905 Closed
PAG
124
Private Advisory Group
Washington
-$205K -7,627 Closed
BFS
125
Bard Financial Services
Connecticut
-$202K -7,500 Closed