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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
$23.6M -$480K -33,356 -2%
Wells Fargo
2
Wells Fargo
California
$5.46M -$60.1K -4,173 -1%
Truist Financial
3
Truist Financial
North Carolina
$4.55M +$96.6K +6,708 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.32M +$333K +23,115 +9%
LPL Financial
5
LPL Financial
California
$3.77M +$402K +27,896 +13%
SLWS
6
Swaine & Leidel Wealth Services
Florida
$2.72M +$39.2K +2,723 New
SHFP
7
Second Half Financial Partners
Florida
$2.72M +$2.95M +205,025 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.47M +$111K +7,680 +5%
UBS Group
9
UBS Group
Switzerland
$2.37M +$115K +7,973 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.43M -$113K -7,855 -8%
JWCA
11
J.W. Cole Advisors
Florida
$1.28M -$29.3K -2,038 -2%
PPA
12
Parametric Portfolio Associates
Washington
$1.28M -$2.15M -149,363 -64%
Bank of America
13
Bank of America
North Carolina
$1.16M -$22.5K -1,561 -2%
RJA
14
Raymond James & Associates
Florida
$1.12M -$128K -8,884 -11%
GC
15
Guggenheim Capital
Illinois
$1.03M -$103K -7,187 -10%
AIA
16
Avalon Investment & Advisory
Texas
$682K +$647K +44,908 New
PGWM
17
Parisi Gray Wealth Management
New Jersey
$640K – – –
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$565K – – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$523K +$46.9K +3,261 +10%
SWM
20
SeaCrest Wealth Management
New York
$438K +$415K +28,845 New
RJT
21
Raymond James Trust
Florida
$361K +$48.3K +3,352 +16%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$357K +$1.51K +105 +0.4%
MC
23
Moors & Cabot
Massachusetts
$352K +$26.5K +1,838 +9%
AIP
24
Almanack Investment Partners
Pennsylvania
$349K +$331K +23,020 New
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$340K -$21.5K -1,490 -6%
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