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DNP Select Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Meridian Wealth Management
Kentucky
$137K
EFS
202
Essex Financial Services
Connecticut
$136K +$21.7K +2,254 +19%
SFA
203
Sequoia Financial Advisors
Ohio
$136K
SWP
204
Semus Wealth Partners
Florida
$135K
SPIA
205
Steward Partners Investment Advisory
New York
$134K +$29.1K +3,024 +28%
IAN
206
Integrated Advisors Network
Texas
$134K +$192 +20 +0.1%
FAG
207
Fortitude Advisory Group
Washington
$130K
NFG
208
Nations Financial Group
Iowa
$130K +$125 +13 +0.1%
LSA
209
Lion Street Advisors
Texas
$128K
BW
210
Basepoint Wealth
Iowa
$127K +$2.6K +270 +2%
HWA
211
HHM Wealth Advisors
Tennessee
$126K -$26.9K -2,800 -18%
MWM
212
Mascoma Wealth Management
New Hampshire
$125K
TSS
213
Two Sigma Securities
New York
$123K +$121K +12,576 New
TWCA
214
Two West Capital Advisors
Kansas
$121K -$1.22K -127 -1%
SFC
215
SYM Financial Corp
Indiana
$120K +$2.35K +245 +2%
VWM
216
Vermillion Wealth Management
Minnesota
$119K +$154 +16 +0.1%
GWSG
217
GPS Wealth Strategies Group
Colorado
$117K
GAA
218
Global Assets Advisory
Florida
$117K +$12K +1,246 +12%
CAM
219
Clark Asset Management
New Hampshire
$117K
MA
220
Mutual Advisors
Nebraska
$115K +$3.29K +342 +3%
EWA
221
EverSource Wealth Advisors
Alabama
$115K
DAS
222
Diversify Advisory Services
Utah
$115K +$112K +11,679 New
OIA
223
OneDigital Investment Advisors
Kansas
$114K -$11.9K -1,242 -10%
IWN
224
Independent Wealth Network
Iowa
$113K
MA
225
MONECO Advisors
Connecticut
$112K +$2.28K +237 +2%