We are live on ! Find out more
DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
26
Samalin Investment Counsel
New York
$618K +$197K +11,673 +50%
WAM
27
Wolverine Asset Management
Illinois
$565K -$368K -21,865 -41%
Millennium Management
28
Millennium Management
New York
$561K -$96.1K -5,704 -15%
ASFA
29
All Season Financial Advisors
Colorado
$556K +$220K +13,045 +71%
CF
30
Centaurus Financial
California
$500K -$16.1K -957 -3%
CSPIA
31
Cary Street Partners Investment Advisory
Virginia
$469K -$64K -3,800 -13%
RCM
32
Robinson Capital Management
Michigan
$467K +$230K +13,624 +109%
FSI
33
Flow State Investments
Illinois
$466K +$442K +26,259 New
PS
34
Principal Securities
Iowa
$439K +$417K +24,755 New
MFG
35
Merit Financial Group
Georgia
$389K +$1.9K +113 +0.5%
MC
36
Mathes Company
New York
$382K -$108K -6,400 -23%
LSC
37
Logan Stone Capital
Illinois
$373K +$107K +6,330 +43%
PVM
38
Palogic Value Management
Texas
$364K
WS
39
Wedbush Securities
California
$360K -$28.3K -1,677 -8%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$324K -$26K -1,541 -8%
CAN
41
Cetera Advisor Networks
California
$311K -$1.31K -78 -0.4%
Cerity Partners
42
Cerity Partners
New York
$307K
AWS
43
Atria Wealth Solutions
New York
$283K -$3.2K -190 -1%
IWC
44
Integrated Wealth Concepts
Massachusetts
$266K
KAS
45
Kestra Advisory Services
Texas
$262K +$11.2K +667 +5%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$256K -$227K -13,500 -48%
CIA
47
Concurrent Investment Advisors
Florida
$208K +$197K +11,717 New
BW
48
Bison Wealth
Georgia
$185K +$34 +2 +0%
UBS Group
49
UBS Group
Switzerland
$161K -$50.9K -3,024 -25%
EC
50
Elequin Capital
New York
$156K +$130K +7,736 +754%