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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
Merit Financial Group
Georgia
$726K +$2.54K +90 +0.3%
AHC
27
Adell Harriman & Carpenter
Texas
$658K -$16.9K -600 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$607K -$1.24K -44 -0.2%
Bank of America
29
Bank of America
North Carolina
$603K +$10.2K +360 +2%
CCM
30
Covington Capital Management
California
$567K -$56.5K -2,000 -9%
FFA
31
First Foundation Advisors
California
$468K -$102K -3,612 -18%
AF
32
Advisornet Financial
Minnesota
$423K -$11.3K -400 -3%
KAS
33
Kestra Advisory Services
Texas
$408K +$11.7K +416 +3%
BW
34
Bison Wealth
Georgia
$371K -$30.9K -1,096 -8%
CG
35
Clarus Group
Texas
$358K +$254 +9 +0.1%
ACP
36
Aviance Capital Partners
Florida
$340K
IFG
37
Independent Financial Group
California
$335K +$341K +12,067 New
RJT
38
Raymond James Trust
Florida
$331K +$28.2K +1,000 +9%
HighTower Advisors
39
HighTower Advisors
Illinois
$331K +$28.7K +1,015 +9%
UBS Group
40
UBS Group
Switzerland
$301K +$9.4K +333 +3%
SPIA
41
Steward Partners Investment Advisory
New York
$284K +$31.7K +1,122 +12%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$278K -$468K -16,580 -62%
BCP
43
Berkeley Capital Partners
Georgia
$278K
IAP
44
Indie Asset Partners
Indiana
$270K +$14.1K +500 +5%
NA
45
NewEdge Advisors
Louisiana
$246K +$250K +8,865 New
GC
46
Guggenheim Capital
Illinois
$232K -$136K -4,823 -37%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$222K
Creative Planning
48
Creative Planning
Kansas
$218K -$251K -8,879 -34%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$207K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$150K -$11.9K -420 -7%