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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
$338K +$3.43K +196 +1%
WP
27
Woodline Partners
California
$319K
ASFA
28
All Season Financial Advisors
Colorado
$304K -$806 -46 -0.3%
Cerity Partners
29
Cerity Partners
New York
$301K -$23.6K -1,346 -7%
AWS
30
Atria Wealth Solutions
New York
$289K -$65.9K -3,762 -18%
NA
31
NewEdge Advisors
Louisiana
$279K +$28K +1,600 +11%
KAS
32
Kestra Advisory Services
Texas
$269K +$39.8K +2,271 +17%
IWC
33
Integrated Wealth Concepts
Massachusetts
$261K
SIC
34
Samalin Investment Counsel
New York
$254K +$256K +14,582 New
WLPWM
35
Walled Lake Planning & Wealth Management
Illinois
$250K +$252K +14,375 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$222K -$10.7K -613 -5%
RCM
37
Robinson Capital Management
Michigan
$218K
UBS Group
38
UBS Group
Switzerland
$203K -$104K -5,947 -34%
HighTower Advisors
39
HighTower Advisors
Illinois
$196K +$3.47K +198 +2%
ACP
40
Aviance Capital Partners
Florida
$196K +$613 +35 +0.3%
BW
41
Bison Wealth
Georgia
$195K +$18 +1 +0%
AHC
42
Adell Harriman & Carpenter
Texas
$188K
WAM
43
Wolverine Asset Management
Illinois
$181K -$929K -53,035 -84%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$174K -$183K -10,416 -51%
Bank of America
45
Bank of America
North Carolina
$134K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$105K +$1.33K +76 +1%
SPIA
47
Steward Partners Investment Advisory
New York
$54.1K -$143K -8,171 -72%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$45K +$13.6K +777 +43%
HNB
49
Huntington National Bank
Ohio
$41.8K
NSIM
50
North Star Investment Management
Illinois
$36.6K