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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$181K -$92.9K -5,000 -35%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$103K +$1.67K +90 +2%
GJWM
53
Gilliland Jeter Wealth Management
Arkansas
$103K +$99.8K +5,371 New
PFA
54
Pathway Financial Advisers
Indiana
$59.6K -$3.75K -202 -6%
Comerica Bank
55
Comerica Bank
Texas
$47.9K
HNB
56
Huntington National Bank
Ohio
$46K
NSIM
57
North Star Investment Management
Illinois
$42.2K
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$37K +$687 +37 +2%
SPIA
59
Steward Partners Investment Advisory
New York
$34.5K
MIA
60
MeadowBrook Investment Advisors
Michigan
$30.4K -$7.99K -430 -21%
IRC
61
Investors Research Corp
Georgia
$23K
MA
62
MCF Advisors
Kentucky
$20.9K +$446 +24 +2%
CA
63
CoreCap Advisors
Michigan
$16.6K +$16.1K +865 New
GWM
64
Geneos Wealth Management
Colorado
$16.4K
HI
65
Harbour Investments
Wisconsin
$15.5K +$15K +809 New
SIS
66
Sound Income Strategies
Florida
$4.53K
AF
67
Allworth Financial
California
$1.92K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$19 +$19 +1 New
LSC
69
Logan Stone Capital
Illinois
-$373K -21,030 Closed
EC
70
Elequin Capital
New York
-$156K -8,762 Closed
MSWM
71
McGlone Suttner Wealth Management
Wisconsin
-$62.6K -3,528 Closed
TC
72
Truvestments Capital
Florida
-$62.1K -3,500 Closed
TWM
73
Tradition Wealth Management
Minnesota
-$34K -1,902 Closed
ASN
74
Advisory Services Network
Georgia
-$6.48K -365 Closed