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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
$24.6M -$309K -26,114 -1%
Wells Fargo
2
Wells Fargo
California
$16.4M +$707K +59,722 +5%
KIM
3
Karpus Investment Management
New York
$12.5M -$586K -49,531 -5%
KWM
4
Kanen Wealth Management
Florida
$7.16M +$3.69M +311,979 +114%
AAM
5
Advisors Asset Management
Colorado
$5.7M +$2.76M +233,130 +100%
Raymond James Financial
6
Raymond James Financial
Florida
$5.51M -$375K -31,720 -7%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$5.24M -$189K -15,982 -4%
UBS Group
8
UBS Group
Switzerland
$4.4M -$828K -70,003 -16%
UAG
9
United Advisor Group
Ohio
$4.23M +$10.5K +887 +0.3%
LPL Financial
10
LPL Financial
California
$3.84M -$41.1K -3,478 -1%
CPRC
11
Consolidated Portfolio Review Corp
New York
$2.99M -$60.5K -5,113 -2%
Cohen & Steers
12
Cohen & Steers
New York
$2.34M -$296K -25,000 -12%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.97M -$40.5K -3,419 -2%
PIWA
14
Prevail Innovative Wealth Advisors
Kansas
$1.44M +$300K +25,383 +28%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$1.33M -$99.5K -8,412 -7%
WAM
16
Wolverine Asset Management
Illinois
$882K +$853K +72,078 New
GC
17
Guggenheim Capital
Illinois
$812K +$186K +15,722 +31%
Osaic Holdings
18
Osaic Holdings
Arizona
$811K +$75.2K +6,353 +11%
KAS
19
Kestra Advisory Services
Texas
$680K +$568 +48 +0.1%
First Trust Advisors
20
First Trust Advisors
Illinois
$664K +$211K +17,833 +49%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$658K +$169K +14,246 +36%
EFG
22
Elm3 Financial Group
Georgia
$550K -$106K -8,932 -17%
Bank of America
23
Bank of America
North Carolina
$543K +$205K +17,353 +64%
CAM
24
Concorde Asset Management
Michigan
$525K +$31.9K +2,700 +6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$467K +$452K +38,225 New
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