We are live on ! Find out more
DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$697K -$72.8K -3,537 -9%
PS
27
Principal Securities
Iowa
$687K +$36.5K +1,775 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$587K +$13.6K +659 +2%
CSP
29
Cary Street Partners
Virginia
$526K +$543K +26,396 New
HighTower Advisors
30
HighTower Advisors
Illinois
$523K -$67.8K -3,293 -11%
RWM
31
Revisor Wealth Management
Ohio
$485K -$471K -22,903 -48%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$466K +$481K +23,352 New
MFG
33
Merit Financial Group
Georgia
$435K +$2.74K +133 +0.6%
CF
34
Centaurus Financial
California
$421K -$32.8K -1,591 -7%
PVM
35
Palogic Value Management
Texas
$409K
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$396K +$5.46K +265 +1%
IAA
37
Independent Advisor Alliance
North Carolina
$364K +$376K +18,275 New
CIA
38
Concurrent Investment Advisors
Florida
$364K +$39.5K +1,918 +12%
Millennium Management
39
Millennium Management
New York
$357K
RCM
40
Robinson Capital Management
Michigan
$348K +$360K +17,475 New
Cerity Partners
41
Cerity Partners
New York
$330K -$38.5K -1,872 -10%
WS
42
Wedbush Securities
California
$329K -$18.5K -900 -5%
MC
43
Mathes Company
New York
$329K
Walleye Capital
44
Walleye Capital
New York
$296K +$305K +14,825 New
RCM
45
Rivernorth Capital Management
Florida
$270K +$278K +13,522 New
Bank of America
46
Bank of America
North Carolina
$244K +$28.4K +1,380 +13%
WLPWM
47
Walled Lake Planning & Wealth Management
Illinois
$218K
AWS
48
Atria Wealth Solutions
New York
$214K -$14.3K -693 -6%
FA
49
Fiduciary Alliance
South Carolina
$206K +$213K +10,350 New
UBS Group
50
UBS Group
Switzerland
$166K -$94.3K -4,580 -36%