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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
51
International Assets Investment Management
Florida
$160K +$155K +8,328 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$126K +$22.3K +1,197 +22%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$105K -$74.4K -4,000 -42%
GJWM
54
Gilliland Jeter Wealth Management
Arkansas
$103K
PFA
55
Pathway Financial Advisers
Indiana
$59.8K +$149 +8 +0.3%
Comerica Bank
56
Comerica Bank
Texas
$48K
HNB
57
Huntington National Bank
Ohio
$46.1K
NSIM
58
North Star Investment Management
Illinois
$42.2K
CP
59
Camelot Portfolios
Ohio
$38.4K +$37.2K +2,000 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$37K +$484 +26 +1%
SPIA
61
Steward Partners Investment Advisory
New York
$34.6K
MIA
62
MeadowBrook Investment Advisors
Michigan
$30.4K
IRC
63
Investors Research Corp
Georgia
$23K
MA
64
MCF Advisors
Kentucky
$21.3K +$372 +20 +2%
CA
65
CoreCap Advisors
Michigan
$16.6K
GWM
66
Geneos Wealth Management
Colorado
$16.4K
HI
67
Harbour Investments
Wisconsin
$15.8K +$261 +14 +2%
Bessemer Group
68
Bessemer Group
New Jersey
$12K +$11.8K +635 New
SIS
69
Sound Income Strategies
Florida
$4.54K
AF
70
Allworth Financial
California
$1.95K
RVPG
71
Relative Value Partners Group
-$5.09M -269,481 Closed
Fidelity Investments
72
Fidelity Investments
Massachusetts
-$19 -1 Closed