We are live on ! Find out more
DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$635K +$80.4K +3,999 +16%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$619K +$90.2K +4,487 +18%
CSPIA
28
Cary Street Partners Investment Advisory
Virginia
$568K
CF
29
Centaurus Financial
California
$488K -$4.54K -226 -1%
KAS
30
Kestra Advisory Services
Texas
$477K +$73K +3,630 +20%
MFG
31
Merit Financial Group
Georgia
$466K -$7.52K -374 -2%
PVM
32
Palogic Value Management
Texas
$441K
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$422K -$20.3K -1,008 -5%
HWAM
34
Hennion & Walsh Asset Management
New Jersey
$413K +$387K +19,224 New
Cerity Partners
35
Cerity Partners
New York
$396K +$22.1K +1,101 +6%
Millennium Management
36
Millennium Management
New York
$385K
WS
37
Wedbush Securities
California
$374K -$21.1K -1,050 -6%
MC
38
Mathes Company
New York
$355K
CIA
39
Concurrent Investment Advisors
Florida
$351K +$18.5K +921 +6%
LCM
40
Landscape Capital Management
New Jersey
$300K -$1.02M -50,571 -78%
UBS Group
41
UBS Group
Switzerland
$277K +$52.6K +2,617 +25%
AWS
42
Atria Wealth Solutions
New York
$245K
WLPWM
43
Walled Lake Planning & Wealth Management
Illinois
$235K
Bank of America
44
Bank of America
North Carolina
$233K -$39.1K -1,944 -15%
BW
45
Bison Wealth
Georgia
$223K -$1.91K -95 -0.9%
ACP
46
Aviance Capital Partners
Florida
$203K +$190K +9,425 New
IAIM
47
International Assets Investment Management
Florida
$179K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$120K -$20.3K -1,010 -15%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$117K
GJWM
50
Gilliland Jeter Wealth Management
Arkansas
$115K