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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
$40.2K
NSIM
52
North Star Investment Management
Illinois
$35.2K
TWM
53
Tradition Wealth Management
Minnesota
$32K
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$31K -$12.8K -730 -28%
SPIA
55
Steward Partners Investment Advisory
New York
$30.2K -$22.9K -1,306 -42%
IRC
56
Investors Research Corp
Georgia
$20.1K
OCM
57
Osterweis Capital Management
California
$17.6K
MA
58
MCF Advisors
Kentucky
$17.6K +$210 +12 +1%
EC
59
Elequin Capital
New York
$17.2K +$18K +1,026 New
GWM
60
Geneos Wealth Management
Colorado
$14.3K
WB
61
Webster Bank
Connecticut
$6.32K
SIS
62
Sound Income Strategies
Florida
$3.96K
AF
63
Allworth Financial
California
$1.68K
Fidelity Investments
64
Fidelity Investments
Massachusetts
$17
HBCM
65
Heron Bay Capital Management
Michigan
-$2.28M -130,960 Closed
1W
66
1776 Wealth
Georgia
-$1.41M -80,950 Closed
OA
67
Oxbow Advisors
Texas
-$637K -36,587 Closed
WP
68
Woodline Partners
California
-$319K -18,327 Closed
AHC
69
Adell Harriman & Carpenter
Texas
-$188K -10,700 Closed
US Bancorp
70
US Bancorp
Minnesota
-$32.8K -1,880 Closed
SWM
71
Spire Wealth Management
Virginia
-$23.8K -1,365 Closed
N
72
Natixis
France
-$1.76K -101 Closed