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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$14.2M +$434K +16,537 +3%
OA
2
Oxbow Advisors
Texas
$6.88M +$3.09M +117,458 +80%
LPL Financial
3
LPL Financial
California
$5.63M -$19.5K -743 -0.3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.6M -$191K -7,287 -4%
Invesco
5
Invesco
Georgia
$4.03M -$574K -21,837 -12%
Cohen & Steers
6
Cohen & Steers
New York
$3.06M +$356K +13,559 +13%
1W
7
1776 Wealth
Georgia
$2.84M -$581K -22,116 -17%
PAG
8
Private Advisor Group
New Jersey
$2.38M +$27K +1,026 +1%
Morgan Stanley
9
Morgan Stanley
New York
$2.2M +$139K +5,274 +7%
CA
10
CoreCap Advisors
Michigan
$1.47M +$380K +14,451 +34%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.47M +$161K +6,117 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.25M +$76.1K +2,895 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.19M +$82.9K +3,157 +7%
AWS
14
Atria Wealth Solutions
New York
$1.19M +$1.2M +45,724 New
Stifel Financial
15
Stifel Financial
Missouri
$1.15M +$51.5K +1,959 +5%
MC
16
Mathes Company
New York
$1.1M
Wells Fargo
17
Wells Fargo
California
$949K -$80.6K -3,066 -8%
Ameriprise
18
Ameriprise
Minnesota
$895K -$1.13M -43,171 -56%
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
$870K
CF
20
Centaurus Financial
California
$850K +$8.28K +315 +1%
MWM
21
Meridian Wealth Management
Kentucky
$820K +$11.8K +451 +1%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$750K +$495K +18,844 +188%
GC
23
Guggenheim Capital
Illinois
$738K +$525K +19,987 +239%
WS
24
Wedbush Securities
California
$695K
MFG
25
Merit Financial Group
Georgia
$683K +$2.55K +97 +0.4%