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Cohen & Steers Duration Preferred & Income Fund
LDP

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.6M -$4.09M -183,298 -14%
UBS Group
2
UBS Group
Switzerland
$25.3M -$3.08M -138,042 -11%
Bank of America
3
Bank of America
North Carolina
$16.7M +$243K +10,911 +1%
BWP
4
Baldwin Wealth Partners
Massachusetts
$10.6M -$2.11M -94,580 -16%
Invesco
5
Invesco
Georgia
$8.32M +$1.5M +67,075 +21%
CPIG
6
Chicago Partners Investment Group
Illinois
$7.4M -$991K -44,436 -12%
Wells Fargo
7
Wells Fargo
California
$3.48M +$2.43M +109,038 +216%
FFA
8
First Foundation Advisors
California
$3.02M +$768K +34,436 +33%
GIP
9
Greatmark Investment Partners
Georgia
$1.74M +$1.05M +46,940 +144%
BlackRock
10
BlackRock
New York
$1.62M +$1.66M +74,299 New
YWP
11
YorkBridge Wealth Partners
New York
$1.48M +$909K +40,755 +152%
Stifel Financial
12
Stifel Financial
Missouri
$1.35M +$1.38M +61,746 New
KFBMI
13
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.31M – – –
CHA
14
Carmichael Hill & Associates
Maryland
$1.3M +$86.8K +3,893 +7%
BRWM
15
B. Riley Wealth Management
Tennessee
$1.18M +$1.2M +53,960 New
RCM
16
Rivernorth Capital Management
Florida
$1.08M +$1.11M +49,895 New
PFA
17
Pettinga Financial Advisors
Indiana
$975K +$997K +44,725 New
AG
18
Advisor Group
Arizona
$953K +$4.79K +215 +0.5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$912K +$142K +6,350 +18%
RJA
20
Raymond James & Associates
Florida
$802K -$164K -7,369 -17%
IWM
21
IHT Wealth Management
Illinois
$786K +$804K +36,061 New
PFA
22
Pathway Financial Advisors
Vermont
$716K – – –
WA
23
Winfield Associates
Ohio
$531K -$165K -7,400 -23%
OAM
24
Orinda Asset Management
California
$527K +$539K +24,184 New
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$444K +$454K +20,350 New
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