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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$349K -$12.9K -653 -3%
Cerity Partners
27
Cerity Partners
New York
$339K +$12.8K +646 +4%
WP
28
Woodline Partners
California
$333K
UBS Group
29
UBS Group
Switzerland
$320K +$21.2K +1,071 +6%
ASFA
30
All Season Financial Advisors
Colorado
$317K +$3.58K +181 +1%
IWC
31
Integrated Wealth Concepts
Massachusetts
$272K +$297K +15,000 New
VF
32
Virtu Financial
New York
$260K +$284K +14,343 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$243K -$43.6K -2,204 -14%
KAS
34
Kestra Advisory Services
Texas
$239K +$2.49K +126 +1%
NA
35
NewEdge Advisors
Louisiana
$238K +$87K +4,400 +44%
RCM
36
Robinson Capital Management
Michigan
$232K
SPIA
37
Steward Partners Investment Advisory
New York
$205K +$29.3K +1,481 +15%
ACP
38
Aviance Capital Partners
Florida
$203K -$593 -30 -0.3%
HighTower Advisors
39
HighTower Advisors
Illinois
$200K +$613 +31 +0.3%
AHC
40
Adell Harriman & Carpenter
Texas
$194K -$61.3K -3,100 -22%
BW
41
Bison Wealth
Georgia
$179K +$40 +2 +0%
Bank of America
42
Bank of America
North Carolina
$140K -$38K -1,923 -20%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$122K +$132K +6,698 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$108K +$1.4K +71 +1%
PFA
45
Pathway Financial Advisers
Indiana
$69.4K +$613 +31 +0.8%
HNB
46
Huntington National Bank
Ohio
$43.6K
BAM
47
Belpointe Asset Management
Nevada
$40.9K
NSIM
48
North Star Investment Management
Illinois
$38.1K +$14.8K +750 +56%
S
49
SignatureFD
Georgia
$36.3K +$39.5K +2,000 New
TWM
50
Tradition Wealth Management
Minnesota
$35K