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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
51
Huntington National Bank
Ohio
$44.9K
BAM
52
Belpointe Asset Management
Nevada
$42.1K +$43K +2,252 New
PTC
53
Private Trust Company
Ohio
$37K
TWM
54
Tradition Wealth Management
Minnesota
$36K
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$33K +$458 +24 +1%
CFB
56
Cullen/Frost Bankers
Texas
$28.1K
SWM
57
Spire Wealth Management
Virginia
$26K
NSIM
58
North Star Investment Management
Illinois
$25.3K
IRC
59
Investors Research Corp
Georgia
$22.5K
OCM
60
Osterweis Capital Management
California
$20.6K
MA
61
MCF Advisors
Kentucky
$18.7K +$611 +32 +3%
GWM
62
Geneos Wealth Management
Colorado
$16K
MSCM
63
McElhenny Sheffield Capital Management
Texas
$15K +$15.3K +800 New
WB
64
Webster Bank
Connecticut
$7K
ASN
65
Advisory Services Network
Georgia
$6.83K +$6.97K +365 New
SIS
66
Sound Income Strategies
Florida
$4.42K
PAG
67
Private Advisor Group
New Jersey
$2.23K -$149K -7,794 -6%
N
68
Natixis
France
$1.89K +$1.93K +101 New
RWA
69
Ropes Wealth Advisors
Massachusetts
-$347K -18,294 Closed
FFA
70
First Foundation Advisors
California
-$212K -11,143 Closed
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
-$19K -989 Closed
IA
72
IFP Advisors
Florida
-$4K -166 Closed