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Cohen & Steers Select Preferred & Income Fund
PSF

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12M +$629K +32,533 +6%
UBS Group
2
UBS Group
Switzerland
$5.37M +$20.9K +1,081 +0.4%
CA
3
Cornerstone Advisory
Maryland
$3.19M -$35.6K -1,843 -1%
BWP
4
Baldwin Wealth Partners
Massachusetts
$2.88M +$284K +14,688 +11%
Invesco
5
Invesco
Georgia
$2.68M +$297K +15,367 +13%
RJA
6
Raymond James & Associates
Florida
$2.1M +$268K +13,883 +15%
GC
7
Guggenheim Capital
Illinois
$1.51M +$412K +21,315 +39%
LPL Financial
8
LPL Financial
California
$1.35M +$50.5K +2,613 +4%
KPWS
9
Kestra Private Wealth Services
Texas
$1.09M +$205K +10,625 +24%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.04M +$170K +8,771 +20%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.02M +$199K +10,288 +25%
KAS
12
Kestra Advisory Services
Texas
$806K +$37.1K +1,918 +5%
GP
13
Gridiron Partners
Pennsylvania
$797K -$7.31K -378 -0.9%
LCM
14
Landscape Capital Management
New Jersey
$788K +$406K +20,990 +111%
SFS
15
Shaker Financial Services
Virginia
$740K -$28.5K -1,476 -4%
Truist Financial
16
Truist Financial
North Carolina
$627K -$23.5K -1,218 -4%
Bank of America
17
Bank of America
North Carolina
$610K -$10.8K -558 -2%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$422K -$14.7K -758 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$416K -$239K -12,368 -37%
DWP
20
Daymark Wealth Partners
Ohio
$390K – – –
WAM
21
Wolverine Asset Management
Illinois
$302K +$7.85K +406 +3%
PWA
22
Physician Wealth Advisors
Utah
$298K – – –
WCM
23
WealthBridge Capital Management
Ohio
$293K +$53.2K +2,750 +23%
NA
24
NewEdge Advisors
Louisiana
$286K +$70.8K +3,664 +34%
HI
25
Harbour Investments
Wisconsin
$270K +$812 +42 +0.3%
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