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Cohen & Steers Closed End Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
SFI Advisors
New Jersey
$326K +$9.58K +777 +3%
MGO One Seven
27
MGO One Seven
Ohio
$294K – – –
Wedbush Securities
28
Wedbush Securities
California
$285K +$1.04K +84 +0.4%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$275K +$74.7K +6,059 +40%
Congress Wealth Management
30
Congress Wealth Management
Massachusetts
$248K – – –
Atria Wealth Solutions
31
Atria Wealth Solutions
New York
$226K -$15.9K -1,288 -7%
IFG Advisory
32
IFG Advisory
Georgia
$224K +$1.02K +83 +0.5%
LI
33
LVZ Inc
Michigan
$186K – – –
EP Wealth Advisors
34
EP Wealth Advisors
California
$185K – – –
KFA
35
Kapstone Financial Advisors
Ohio
$177K +$24.7K +2,000 +17%
LMKC
36
L.M. Kohn & Company
Ohio
$174K – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$166K -$18.3K -1,482 -10%
LIG
38
Lokken Investment Group
Delaware
$163K – – –
EverSource Wealth Advisors
39
EverSource Wealth Advisors
Alabama
$159K – – –
Kestra Advisory Services
40
Kestra Advisory Services
Texas
$145K +$2.38K +193 +2%
Merit Financial Group
41
Merit Financial Group
Georgia
$144K -$22.4K -1,815 -14%
Level Four Advisory Services
42
Level Four Advisory Services
Texas
$131K +$127K +10,272 New
CoreCap Advisors
43
CoreCap Advisors
Michigan
$95.2K +$14.9K +1,211 +20%
FFWM
44
Future Financial Wealth Management
Ohio
$78K +$74K +6,000 New
Bessemer Group
45
Bessemer Group
New Jersey
$53K +$629 +51 +1%
SIS
46
Sound Income Strategies
Florida
$33.7K – – –
GIA
47
GHP Investment Advisors
Colorado
$28.4K +$26.9K +2,185 New
CFGS
48
Concourse Financial Group Securities
Alabama
$27.7K – – –
CFD
49
Creative Financial Designs
Indiana
$21.1K -$1.71K -139 -8%
ATS
50
Ashton Thomas Securities
New York
$19.5K +$18.5K +1,500 New