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Cohen & Steers Duration Preferred & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WWP
51
WR Wealth Planners
Missouri
$94.6K
SA
52
SRH Advisors
Kansas
$93.7K
VWM
53
Venturi Wealth Management
Texas
$79.7K +$4.97K +284 +7%
HCM
54
Hollencrest Capital Management
California
$65.5K
SWM
55
Spire Wealth Management
Virginia
$53.1K
MLA
56
MB, Levis & Associates
Pennsylvania
$27.5K +$26.5K +1,511 New
FMTCOCP
57
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K +$17.5K +1,000 New
MA
58
Montag & Associates
Georgia
$14.6K +$8.76K +500 +165%
First Manhattan
59
First Manhattan
New York
$14.6K
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$11K +$10.9K +625 New
WOSD
61
WFA of San Diego
California
$10.6K +$10.2K +580 New
PTC
62
Private Trust Company
Ohio
$7.28K
SS
63
Sunbelt Securities
Texas
$6.83K
JP Morgan Chase
64
JP Morgan Chase
New York
$5.08K +$4.89K +279 New
KFI
65
Key Financial Inc
Pennsylvania
$4.48K
SIS
66
Sound Income Strategies
Florida
$2.14K +$53 +3 +3%
EWA
67
EverSource Wealth Advisors
Alabama
$127
Jane Street
68
Jane Street
New York
-$463K -25,979 Closed
FAIM
69
Financial Advocates Investment Management
Washington
-$318K -17,842 Closed
PFS
70
Prospera Financial Services
Texas
-$211K -11,800 Closed
CIA
71
Capital Investment Advisors
Georgia
-$198K -11,100 Closed
LC
72
Lindbrook Capital
California
-$35.7K -2,000 Closed
AAS
73
Ameritas Advisory Services
Nebraska
-$6.9K -387 Closed
JWM
74
Janiczek Wealth Management
Colorado
-$3.32K -189 Closed
TRCT
75
Tower Research Capital (TRC)
New York
-$2K -125 Closed