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DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.2M -$844K -75,499 -5%
CA
2
Cornerstone Advisors
North Carolina
$6.14M +$6.66M +595,460 New
UBS Group
3
UBS Group
Switzerland
$5.92M +$35.4K +3,162 +0.6%
Wells Fargo
4
Wells Fargo
California
$4.88M +$118K +10,518 +2%
RJA
5
Raymond James & Associates
Florida
$4.06M +$294K +26,260 +7%
AAM
6
Advisors Asset Management
Colorado
$3.13M -$599K -53,557 -15%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.57M +$617K +55,154 +28%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.33M +$311K +27,818 +14%
SLWS
9
Swaine & Leidel Wealth Services
Florida
$2.27M -$37.4K -3,345 -1%
GC
10
Guggenheim Capital
Illinois
$1.94M -$278K -24,813 -12%
WAM
11
Wolverine Asset Management
Illinois
$1.85M +$2M +179,242 New
PPA
12
Parametric Portfolio Associates
Washington
$1.81M -$98.2K -8,782 -5%
Truist Financial
13
Truist Financial
North Carolina
$1.8M +$96.9K +8,661 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.43M +$114K +10,191 +8%
JWCA
15
J.W. Cole Advisors
Florida
$997K +$35.4K +3,164 +3%
SFS
16
Shaker Financial Services
Virginia
$964K +$1.04M +93,367 New
CRC
17
Curi RMB Capital
Illinois
$922K +$1,000K +89,379 New
AF
18
Advisornet Financial
Minnesota
$782K -$5.59K -500 -0.7%
LPL Financial
19
LPL Financial
California
$702K +$371K +33,126 +95%
Bank of America
20
Bank of America
North Carolina
$676K +$60.3K +5,387 +9%
LWM
21
Laidlaw Wealth Management
New York
$630K +$51.4K +4,599 +8%
DA
22
Doliver Advisors
Texas
$610K +$506K +45,272 +327%
SRSA
23
S.R. Schill & Associates
Washington
$565K +$11.7K +1,050 +2%
LCM
24
Landscape Capital Management
New Jersey
$520K +$564K +50,422 New
PAG
25
Private Advisor Group
New Jersey
$508K -$43.6K -3,900 -7%
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