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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Stance Capital
Massachusetts
$159K +$164K +7,988 New
TSMHT
52
Thurston Springer Miller Herd & Titak
Indiana
$154K +$159K +7,704 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$133K +$22.7K +1,104 +20%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$109K
SPF
55
South Plains Financial
Texas
$80.2K +$82.8K +4,022 New
GSWM
56
Golden State Wealth Management
California
$78.4K +$80.9K +3,931 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$58K +$15.7K +761 +36%
SPIA
58
Steward Partners Investment Advisory
New York
$55.8K +$20.6K +1,000 +56%
Comerica Bank
59
Comerica Bank
Texas
$49.9K
HNB
60
Huntington National Bank
Ohio
$47.9K
NSIM
61
North Star Investment Management
Illinois
$43.9K
MIA
62
MeadowBrook Investment Advisors
Michigan
$35.3K +$11.3K +550 +45%
WIM
63
Westside Investment Management
California
$33.2K +$34.3K +1,667 New
IRC
64
Investors Research Corp
Georgia
$23.9K
MA
65
MCF Advisors
Kentucky
$22.9K +$391 +19 +2%
WAM
66
Wolverine Asset Management
Illinois
$17.2K +$17.7K +861 New
GWM
67
Geneos Wealth Management
Colorado
$17K
HI
68
Harbour Investments
Wisconsin
$17K +$288 +14 +2%
CA
69
CoreCap Advisors
Michigan
$16K -$1.24K -60 -7%
AF
70
Allworth Financial
California
$15.9K +$14K +680 +680%
Bessemer Group
71
Bessemer Group
New Jersey
$14K +$103 +5 +0.7%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$13K +$13.4K +653 New
PWA
73
Provenance Wealth Advisors
Florida
$5.58K
SIS
74
Sound Income Strategies
Florida
$4.71K
CAS
75
Coppell Advisory Solutions
Texas
$2.1K +$2.22K +108 New