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icono de DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
WLPWM
51
Walled Lake Planning & Wealth Management
Illinois
USD 226 k – – –
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
USD 224 k +USD 223 k +10,802 Nuevas
Beacon Pointe Advisors
53
Beacon Pointe Advisors
California
USD 224 k +USD 224 k +10,846 Nuevas
HighTower Advisors
54
HighTower Advisors
Illinois
USD 218 k -USD 4.81 k -233 -2%
AHL
55
Abel Hall LLC
Louisiana
USD 217 k – – –
Fiduciary Alliance
56
Fiduciary Alliance
South Carolina
USD 214 k – – –
Cary Street Partners
57
Cary Street Partners
Virginia
USD 212 k – – –
JWCA
58
J.W. Cole Advisors
Florida
USD 201 k +USD 201 k +9,724 Nuevas
SC
59
Stance Capital
Massachusetts
USD 181 k +USD 1.3 k +63 +0.7%
UBS Group
60
UBS Group
Switzerland
USD 142 k -USD 10 k -484 -7%
TCM
61
Triumph Capital Management
Colorado
USD 132 k +USD 22.7 k +1,100 +21%
APFP
62
Action Point Financial Planning
Michigan
USD 129 k +USD 129 k +6,262 Nuevas
Golden State Wealth Management
63
Golden State Wealth Management
California
USD 116 k +USD 27.4 k +1,328 +31%
Advisornet Financial
64
Advisornet Financial
Minnesota
USD 109 k – – –
IAIM
65
International Assets Investment Management
Florida
USD 103 k -USD 37.4 k -1,811 -27%
Atlantic Union Bankshares
66
Atlantic Union Bankshares
Virginia
USD 93 k – – –
Harbour Investments
67
Harbour Investments
Wisconsin
USD 82.2 k +USD 309 +15 +0.4%
Huntington National Bank
68
Huntington National Bank
Ohio
USD 80.8 k – – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
USD 69.1 k – – –
Steward Partners Investment Advisory
70
Steward Partners Investment Advisory
New York
USD 59.9 k – – –
North Star Investment Management
71
North Star Investment Management
Illinois
USD 47.5 k – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
USD 37.5 k -USD 4 k -194 -10%
TSMHT
73
Thurston Springer Miller Herd & Titak
Indiana
USD 35.8 k +USD 35.8 k +1,734 Nuevas
Westside Investment Management
74
Westside Investment Management
California
USD 34.5 k – – –
Allworth Financial
75
Allworth Financial
California
USD 28.5 k – – –
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