FLAHERTY & CRUMRINE PFD INCO
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 56,600 | 79,397 | +22,797 | 0.05 | 0.06 | +0.02 | buy |
| Capital Investment Advisors, LLC | 12,592 | 15,889 | +3,297 | 0.00 | 0.00 | +0.00 | buy |
| O'ROURKE & COMPANY, Inc | 13,260 | 13,683 | +423 | 0.06 | 0.06 | -0.00 | buy |
| CARY STREET PARTNERS FINANCIAL LLC | 23,135 | 22,735 | -400 | 0.01 | 0.01 | -0.00 | sell |
| LongView Wealth Management | 20,450 | 17,670 | -2,780 | 0.06 | 0.05 | -0.01 | sell |
| Fiera Capital Corp | 179,838 | 171,420 | -8,418 | 0.01 | 0.01 | -0.00 | sell |
| Smith Asset Management Co., LLC | 105,918 | 74,065 | -31,853 | 0.97 | 0.71 | -0.26 | sell |