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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$433K +$56.7K +3,236 +14%
SIC
27
Samalin Investment Counsel
New York
$389K +$150K +8,585 +59%
WS
28
Wedbush Securities
California
$368K -$6.9K -394 -2%
MFG
29
Merit Financial Group
Georgia
$365K +$1.91K +109 +0.5%
PVM
30
Palogic Value Management
Texas
$344K -$10.5K -600 -3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$332K +$123K +7,031 +55%
SFS
32
Shaker Financial Services
Virginia
$308K +$321K +18,337 New
ASFA
33
All Season Financial Advisors
Colorado
$306K +$14.5K +828 +5%
CAN
34
Cetera Advisor Networks
California
$295K -$31.3K -1,788 -9%
Cerity Partners
35
Cerity Partners
New York
$290K
AWS
36
Atria Wealth Solutions
New York
$271K -$7.76K -443 -3%
IWC
37
Integrated Wealth Concepts
Massachusetts
$252K
LSC
38
Logan Stone Capital
Illinois
$247K +$257K +14,700 New
CAL
39
Capital Analysts LLC
Pennsylvania
$245K +$256K +14,599 New
WLPWM
40
Walled Lake Planning & Wealth Management
Illinois
$241K
KAS
41
Kestra Advisory Services
Texas
$236K -$23.8K -1,358 -9%
HighTower Advisors
42
HighTower Advisors
Illinois
$204K +$18.1K +1,035 +9%
RCM
43
Robinson Capital Management
Michigan
$203K
UBS Group
44
UBS Group
Switzerland
$203K +$7.46K +426 +4%
ACP
45
Aviance Capital Partners
Florida
$188K
BW
46
Bison Wealth
Georgia
$175K -$13.1K -749 -7%
Bank of America
47
Bank of America
North Carolina
$126K -$3.42K -195 -3%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$112K +$11.8K +673 +11%
PFA
49
Pathway Financial Advisers
Indiana
$64.8K +$67.6K +3,861 New
Comerica Bank
50
Comerica Bank
Texas
$41.9K +$43.8K +2,500 New