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Cohen & Steers Duration Preferred & Income Fund
LDP

Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$580K +$111K +4,093 +24%
WA
27
Winfield Associates
Ohio
$568K – – –
DC
28
Davenport & Co
Virginia
$558K – – –
CIA
29
Capital Investment Advisors
Georgia
$381K -$78.1K -2,877 -17%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$364K +$30.3K +1,116 +9%
IIA
31
IPG Investment Advisors
California
$351K +$134K +4,925 +62%
OIM
32
Oder Investment Management
California
$326K +$407 +15 +0.1%
PFS
33
Prospera Financial Services
Texas
$322K – – –
GBA
34
Garrison Bradford & Associates
New York
$314K – – –
LNWWM
35
Laird Norton Wetherby Wealth Management
California
$273K – – –
FFA
36
First Foundation Advisors
California
$258K -$146K -5,361 -36%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$257K +$244 +9 +0.1%
KPWS
38
Kestra Private Wealth Services
Texas
$252K +$978 +36 +0.4%
SCA
39
SMH Capital Advisors
Texas
$244K -$4.13K -152 -2%
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$226K -$54.3K -2,000 -19%
LWM
41
Loveless Wealth Management
Montana
$223K – – –
Truist Financial
42
Truist Financial
North Carolina
$215K -$435 -16 -0.2%
Ameriprise
43
Ameriprise
Minnesota
$203K +$202K +7,440 New
S
44
SignatureFD
Georgia
$151K +$815 +30 +0.5%
SA
45
SRH Advisors
Kansas
$143K – – –
US Bancorp
46
US Bancorp
Minnesota
$132K – – –
CFB
47
Cullen/Frost Bankers
Texas
$131K +$130K +4,794 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$124K -$22.8K -839 -16%
CFA
49
Carroll Financial Associates
North Carolina
$108K -$6.03K -222 -5%
SWM
50
Spire Wealth Management
Virginia
$80K +$79.3K +2,919 New
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