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DNP Select Income Fund
DNP

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
201
Lifeworks Advisors
Michigan
$160K +$3.02K +296 +2%
LWM
202
LongView Wealth Management
Georgia
$157K – – –
CAC
203
Certified Advisory Corp
Florida
$155K +$153K +15,001 New
HCP
204
Hexagon Capital Partners
Arkansas
$155K – – –
GCA
205
Genesee Capital Advisors
New York
$154K – – –
LFIA
206
Legacy Financial Independent Advisors
Kentucky
$151K +$149K +14,640 New
MWM
207
Modern Wealth Management
Kansas
$151K – – –
FIM
208
Fruth Investment Management
Texas
$150K – – –
MA
209
Mutual Advisors
Nebraska
$148K +$23.8K +2,334 +19%
CCM
210
Coldstream Capital Management
Washington
$146K +$15.3K +1,498 +12%
LFAS
211
Level Four Advisory Services
Texas
$146K +$145K +14,200 New
WWM
212
Western Wealth Management
Colorado
$143K – – –
CIM
213
Contravisory Investment Management
Massachusetts
$142K -$243K -23,825 -63%
BW
214
Basepoint Wealth
Iowa
$142K +$2.73K +267 +2%
SFA
215
Sequoia Financial Advisors
Ohio
$141K -$78.4K -7,682 -36%
OFS
216
OneAscent Financial Services
Alabama
$141K +$2.09K +205 +2%
EFS
217
Essex Financial Services
Connecticut
$141K -$3.71K -364 -3%
NFG
218
Nations Financial Group
Iowa
$137K +$133 +13 +0.1%
FAG
219
Fortitude Advisory Group
Washington
$137K – – –
IAA
220
Independent Advisor Alliance
North Carolina
$136K +$134K +13,164 New
SFC
221
SYM Financial Corp
Indiana
$134K +$2.49K +244 +2%
TCIIS
222
TIAA-CREF Individual & Institutional Services
New York
$132K +$130K +12,783 New
MWM
223
Mascoma Wealth Management
New Hampshire
$131K – – –
TSS
224
Two Sigma Securities
New York
$129K -$12.6K -1,239 -9%
UB
225
UMB Bank
Missouri
$129K – – –
7 8
9
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