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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
$19.9M -$382K -29,152 -2%
UBS Group
2
UBS Group
Switzerland
$8.38M -$348K -26,590 -4%
Wells Fargo
3
Wells Fargo
California
$5.23M -$361K -27,521 -7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.53M +$88.7K +6,772 +3%
Truist Financial
5
Truist Financial
North Carolina
$3.19M +$342K +26,088 +12%
SLWS
6
Swaine & Leidel Wealth Services
Florida
$2.72M -$78.8K -6,013 -3%
PPA
7
Parametric Portfolio Associates
Washington
$2.59M +$228K +17,397 +10%
AAM
8
Advisors Asset Management
Colorado
$2.46M -$448K -34,192 -16%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.75M -$71.2K -5,434 -4%
LPL Financial
10
LPL Financial
California
$1.49M +$658K +50,226 +81%
GC
11
Guggenheim Capital
Illinois
$1.41M -$235K -17,915 -14%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.21M +$251K +19,198 +26%
JWCA
13
J.W. Cole Advisors
Florida
$1.15M -$46.4K -3,542 -4%
RJA
14
Raymond James & Associates
Florida
$1.14M -$4.16M -317,219 -79%
LWM
15
Laidlaw Wealth Management
New York
$1.09M +$142K +10,821 +15%
AF
16
Advisornet Financial
Minnesota
$1.05M +$41.9K +3,200 +4%
Bank of America
17
Bank of America
North Carolina
$775K -$54.3K -4,144 -7%
SRSA
18
S.R. Schill & Associates
Washington
$718K – – –
PAG
19
Private Advisor Group
New Jersey
$654K +$655 +50 +0.1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$523K +$260K +19,818 +101%
PGWM
21
Parisi Gray Wealth Management
New Jersey
$440K – – –
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$433K +$7.13K +544 +2%
MC
23
Moors & Cabot
Massachusetts
$408K -$146K -11,121 -27%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$379K -$216K -16,467 -37%
SFG
25
StrategIQ Financial Group
Indiana
$340K – – –
1
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