HANCOCK JOHN PFD INCOME FD
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| COHEN & STEERS, INC. | 140,564 | 177,458 | +36,894 | 0.00 | 0.00 | +0.00 | buy |
| Avidian Wealth Enterprises, LLC | 21,000 | 21,999 | +999 | 0.01 | 0.01 | -0.00 | buy |
| B. Riley Wealth Advisors, Inc. | 12,902 | 12,980 | +78 | 0.01 | 0.01 | +0.00 | buy |
| SAM Advisors, LLC | 32,032 | 32,089 | +57 | 0.16 | 0.16 | -0.01 | buy |
| LaSalle St. Investment Advisors, LLC | 18,345 | 18,365 | +20 | 0.05 | 0.04 | -0.01 | buy |
| Mallini Complete Financial Planning LLC | 17,407 | 17,273 | -134 | 0.23 | 0.21 | -0.01 | sell |
| Everstar Asset Management, LLC | 13,520 | 11,620 | -1,900 | 0.12 | 0.10 | -0.02 | sell |
| Advisory Resource Group | 103,195 | 100,111 | -3,084 | 0.29 | 0.27 | -0.02 | sell |
| Fiera Capital Corp | 103,315 | 98,964 | -4,351 | 0.01 | 0.01 | +0.00 | sell |