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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
$16.6M +$152K +7,402 +0.9%
UBS Group
2
UBS Group
Switzerland
$7.28M -$283K -13,800 -4%
GC
3
Guggenheim Capital
Illinois
$4.89M -$1.19M -58,121 -20%
Invesco
4
Invesco
Georgia
$3.74M -$222K -10,830 -6%
BWP
5
Baldwin Wealth Partners
Massachusetts
$3.51M -$31.1K -1,517 -0.9%
Raymond James Financial
6
Raymond James Financial
Florida
$3.02M -$28.2K -1,375 -0.9%
SAM
7
Smith Asset Management
Florida
$2.8M -$27.9K -1,363 -1%
KPWS
8
Kestra Private Wealth Services
Texas
$2.15M +$577K +28,148 +37%
LPL Financial
9
LPL Financial
California
$1.67M +$6.86K +335 +0.4%
SFS
10
Shaker Financial Services
Virginia
$1.48M -$339K -16,556 -19%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.33M -$62.8K -3,065 -5%
MFG
12
Merit Financial Group
Georgia
$1.24M -$47.9K -2,338 -4%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$1.18M +$1.16M +56,746 New
SIA
14
Sit Investment Associates
Minnesota
$1.09M +$63.9K +3,118 +6%
SA
15
Sanctuary Advisors
Indiana
$936K +$923K +45,059 New
HI
16
Harbour Investments
Wisconsin
$927K -$45.6K -2,223 -5%
Osaic Holdings
17
Osaic Holdings
Arizona
$892K -$17.3K -845 -2%
KAS
18
Kestra Advisory Services
Texas
$847K -$21.2K -1,036 -2%
GP
19
Gridiron Partners
Pennsylvania
$837K – – –
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$746K +$735K +35,889 New
CA
21
Cornerstone Advisory
Maryland
$738K -$123K -6,000 -14%
Wells Fargo
22
Wells Fargo
California
$690K +$31.1K +1,520 +5%
Truist Financial
23
Truist Financial
North Carolina
$674K -$21.3K -1,039 -3%
Bank of America
24
Bank of America
North Carolina
$647K -$16.3K -797 -2%
WCM
25
WealthBridge Capital Management
Ohio
$534K +$6.15K +300 +1%
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