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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LA
26
LexAurum Advisors
Kansas
$367K +$158K +8,200 +68%
Ameriprise
27
Ameriprise
Minnesota
$360K +$106K +5,500 +38%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$334K +$2.72K +141 +0.8%
LCM
29
Landscape Capital Management
New Jersey
$326K +$347K +18,004 New
Wells Fargo
30
Wells Fargo
California
$317K -$19.9K -1,030 -6%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$285K +$4.5K +233 +2%
SFS
32
Shaker Financial Services
Virginia
$269K +$286K +14,845 New
Mariner
33
Mariner
Kansas
$212K +$226K +11,703 New
MWM
34
Modera Wealth Management
New Jersey
$184K +$1.93K +100 +1%
SA
35
SFI Advisors
New Jersey
$181K
BAM
36
Belpointe Asset Management
Nevada
$128K +$1.58K +82 +1%
AWM
37
Activest Wealth Management
Florida
$116K +$2.51K +130 +2%
IA
38
IFP Advisors
Florida
$24K +$6.39K +331 +50%
AW
39
Avion Wealth
Texas
$18K
US Bancorp
40
US Bancorp
Minnesota
$18K
Bessemer Group
41
Bessemer Group
New Jersey
$18K +$19.5K +1,009 New
PGAM
42
Princeton Global Asset Management
New Jersey
$13K
GI
43
Gradient Investments
Minnesota
$11K +$11.5K +595 New
EWA
44
EverSource Wealth Advisors
Alabama
$2K +$1.79K +93 New
TJHA
45
Thomas J. Herzfeld Advisors
Florida
-$2.18M -114,494 Closed
WAM
46
Wolverine Asset Management
Illinois
-$1.31M -68,888 Closed
BP
47
BBR Partners
New York
-$762K -40,000 Closed
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
-$622K -32,617 Closed
FFA
49
First Foundation Advisors
California
-$391K -20,550 Closed
SPIA
50
Steward Partners Investment Advisory
New York
-$356K -18,670 Closed