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Cohen & Steers Closed End Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Strategic Wealth Partners
Ohio
$276K +$10.1K +780 +4%
KFA
27
Kapstone Financial Advisors
Ohio
$269K +$26.2K +2,030 +11%
IFG Advisory
28
IFG Advisory
Georgia
$226K +$749 +58 +0.3%
NFSG
29
Newbridge Financial Services Group
Florida
$190K – – –
Kestra Advisory Services
30
Kestra Advisory Services
Texas
$186K +$185K +14,295 New
Benjamin Edwards Inc
31
Benjamin Edwards Inc
Missouri
$170K +$169K +13,052 New
LIG
32
Lokken Investment Group
Delaware
$167K +$6.15K +476 +4%
MML Investors Services
33
MML Investors Services
Massachusetts
$159K +$3.13K +242 +2%
EverSource Wealth Advisors
34
EverSource Wealth Advisors
Alabama
$159K -$323 -25 -0.2%
Merit Financial Group
35
Merit Financial Group
Georgia
$156K +$2.88K +223 +2%
SWM
36
Silverlake Wealth Management
Vermont
$150K -$15.5K -1,201 -9%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$144K -$12.4K -959 -8%
LI
38
LVZ Inc
Michigan
$143K – – –
Principal Securities
39
Principal Securities
Iowa
$134K – – –
SIG
40
Sargent Investment Group
Maryland
$132K – – –
IWN
41
Independent Wealth Network
Iowa
$131K +$39 +3 +0%
BCA
42
Bay Capital Advisors
Virginia
$130K – – –
FFWM
43
Future Financial Wealth Management
Ohio
$78.2K – – –
CoreCap Advisors
44
CoreCap Advisors
Michigan
$72.7K -$7.52K -582 -9%
JP Morgan Chase
45
JP Morgan Chase
New York
$46.8K – – –
SIS
46
Sound Income Strategies
Florida
$34.2K – – –
Huntington National Bank
47
Huntington National Bank
Ohio
$33.5K – – –
Wolverine Asset Management
48
Wolverine Asset Management
Illinois
$28.7K +$28.4K +2,201 New
CFD
49
Creative Financial Designs
Indiana
$19K – – –
HIA
50
Harbor Investment Advisory
Maryland
$16.3K – – –