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Cohen & Steers Duration Preferred & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$226K +$738 +35 +0.3%
LNWWM
52
Laird Norton Wetherby Wealth Management
California
$202K
VWM
53
Venturi Wealth Management
Texas
$88.4K +$5.91K +280 +7%
WAM
54
Wolverine Asset Management
Illinois
$85.9K +$89.7K +4,252 New
WWP
55
WR Wealth Planners
Missouri
$80.8K
SWM
56
Spire Wealth Management
Virginia
$59K
CA
57
CoreCap Advisors
Michigan
$49.5K
DF
58
Dunhill Financial
United Kingdom
$40.4K +$21.1K +1,000 +100%
VWM
59
Vermillion Wealth Management
Minnesota
$35.2K +$36.8K +1,743 New
MLA
60
MB, Levis & Associates
Pennsylvania
$34.3K +$675 +32 +2%
NA
61
NewEdge Advisors
Louisiana
$25.6K +$21 +1 +0.1%
AF
62
Allworth Financial
California
$23.7K +$443 +21 +2%
IA
63
IFP Advisors
Florida
$20.9K +$11.2K +533 +107%
MWA
64
Medallion Wealth Advisors
Connecticut
$19.7K +$20.6K +975 New
SS
65
Sunbelt Securities
Texas
$17.1K +$10K +474 +126%
EC
66
Elequin Capital
New York
$17K +$17.8K +842 New
MA
67
Montag & Associates
Georgia
$16.2K
PTC
68
Private Trust Company
Ohio
$8.08K
CFB
69
Cullen/Frost Bankers
Texas
$4.57K +$4.77K +226 New
SIS
70
Sound Income Strategies
Florida
$2.69K +$63 +3 +2%
WA
71
WPG Advisers
Maryland
$2.1K +$2.19K +104 New
LCM
72
Landscape Capital Management
New Jersey
-$684K -31,442 Closed
Walleye Capital
73
Walleye Capital
New York
-$480K -22,071 Closed
S
74
Sachetta
Massachusetts
-$26.1K -1,200 Closed
PIS
75
POM Investment Strategies
North Carolina
-$6.53K -300 Closed