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Cohen & Steers Duration Preferred & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LSC
51
Logan Stone Capital
Illinois
$296K +$312K +14,838 New
PFA
52
Pettinga Financial Advisors
Indiana
$293K +$308K +14,688 New
FSA
53
Financial Security Advisor
Virginia
$270K
PFS
54
Prospera Financial Services
Texas
$266K
EA
55
Everpar Advisors
Oklahoma
$265K
KAS
56
Kestra Advisory Services
Texas
$258K -$122K -5,828 -31%
Creative Planning
57
Creative Planning
Kansas
$228K
Stifel Financial
58
Stifel Financial
Missouri
$211K -$18.9K -900 -8%
PNFS
59
PW Nova Financial Services
Pennsylvania
$201K +$212K +10,085 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$175K -$51.7K -2,461 -22%
BC
61
Barrett & Company
Rhode Island
$149K +$1.57K +75 +1%
VWM
62
Vermillion Wealth Management
Minnesota
$70.7K +$315 +15 +0.4%
SWM
63
Spire Wealth Management
Virginia
$58.3K
US Bancorp
64
US Bancorp
Minnesota
$41.6K
AF
65
Allworth Financial
California
$31.3K +$6.78K +323 +26%
NA
66
NewEdge Advisors
Louisiana
$25.3K
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$24K
SIS
68
Sound Income Strategies
Florida
$22.4K +$6.43K +306 +38%
DF
69
Dunhill Financial
United Kingdom
$20K +$21K +1,000 New
MWA
70
Medallion Wealth Advisors
Connecticut
$19.5K
PWPS
71
Pinnacle Wealth Planning Services
Ohio
$18.8K +$6.55K +312 +50%
TCM
72
Triumph Capital Management
Colorado
$18K +$2.1K +100 +13%
TFA
73
Toth Financial Advisory
Virginia
$18K +$1.7K +81 +10%
ASN
74
Advisory Services Network
Georgia
$12.2K +$12.8K +610 New
IA
75
IFP Advisors
Florida
$9.98K