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ícone de DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
WLPWM
51
Walled Lake Planning & Wealth Management
Illinois
US$ 226 mil – – –
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
US$ 224 mil +US$ 223 mil +10.802 Nova
Beacon Pointe Advisors
53
Beacon Pointe Advisors
California
US$ 224 mil +US$ 224 mil +10.846 Nova
HighTower Advisors
54
HighTower Advisors
Illinois
US$ 218 mil -US$ 4,81 mil -233 -2%
AHL
55
Abel Hall LLC
Louisiana
US$ 217 mil – – –
Fiduciary Alliance
56
Fiduciary Alliance
South Carolina
US$ 214 mil – – –
Cary Street Partners
57
Cary Street Partners
Virginia
US$ 212 mil – – –
JWCA
58
J.W. Cole Advisors
Florida
US$ 201 mil +US$ 201 mil +9.724 Nova
SC
59
Stance Capital
Massachusetts
US$ 181 mil +US$ 1,3 mil +63 +0,7%
UBS Group
60
UBS Group
Switzerland
US$ 142 mil -US$ 10 mil -484 -7%
TCM
61
Triumph Capital Management
Colorado
US$ 132 mil +US$ 22,7 mil +1.100 +21%
APFP
62
Action Point Financial Planning
Michigan
US$ 129 mil +US$ 129 mil +6.262 Nova
Golden State Wealth Management
63
Golden State Wealth Management
California
US$ 116 mil +US$ 27,4 mil +1.328 +31%
Advisornet Financial
64
Advisornet Financial
Minnesota
US$ 109 mil – – –
IAIM
65
International Assets Investment Management
Florida
US$ 103 mil -US$ 37,4 mil -1.811 -27%
Atlantic Union Bankshares
66
Atlantic Union Bankshares
Virginia
US$ 93 mil – – –
Harbour Investments
67
Harbour Investments
Wisconsin
US$ 82,2 mil +US$ 309 +15 +0,4%
Huntington National Bank
68
Huntington National Bank
Ohio
US$ 80,8 mil – – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
US$ 69,1 mil – – –
Steward Partners Investment Advisory
70
Steward Partners Investment Advisory
New York
US$ 59,9 mil – – –
North Star Investment Management
71
North Star Investment Management
Illinois
US$ 47,5 mil – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
US$ 37,5 mil -US$ 4 mil -194 -10%
TSMHT
73
Thurston Springer Miller Herd & Titak
Indiana
US$ 35,8 mil +US$ 35,8 mil +1.734 Nova
Westside Investment Management
74
Westside Investment Management
California
US$ 34,5 mil – – –
Allworth Financial
75
Allworth Financial
California
US$ 28,5 mil – – –
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