Ritter Daniher Financial Advisory LLC / DE quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Ritter Daniher Financial Advisory LLC / DE opened 0 positions, added to 0, reduced 2, sold out of 0 and left 0 unchanged. The largest increase in value was FPE (+$8,527); the largest decrease was FPEI (-$13,040).
- FPEI: Country of operation —; Class INSTL PFD SECS; Shares 2026-03-31 54,675; Shares 2026-06-30 53,177.
- FPE: Country of operation —; Class PFD SECS INC ETF; Shares 2026-03-31 125,638; Shares 2026-06-30 125,201.
Two Form 13F-HR filings compared (SEC CIK 1936603): 2026-03-31 (filed 2026-05-06) and 2026-06-30 (filed 2026-07-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC | United States | $0.589B | 138 |
| West Financial Advisors, LLC | United States | $0.589B | 193 |
| Fourthstone LLC | United States | $0.590B | 62 |
| PATTON FUND MANAGEMENT, INC. | United States | $0.589B | 488 |
| Bellwether Advisors, LLC | United States | $0.590B | 159 |
| Catalyst Funds Management Pty Ltd | Australia | $0.591B | 586 |
| Blume Capital Management, Inc. | United States | $0.588B | 337 |
| Canvas Wealth Advisors, LLC | United States | $0.588B | 240 |
| Beck Bode, LLC | United States | $0.591B | 100 |
| SeaBridge Investment Advisors LLC | United States | $0.591B | 188 |