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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Guggenheim Capital
Illinois
$534K +$554K +28,521 New
JP Morgan Chase
27
JP Morgan Chase
New York
$454K +$485K +25,000 New
KPWS
28
Kestra Private Wealth Services
Texas
$405K -$18.3K -945 -4%
LA
29
LexAurum Advisors
Kansas
$362K +$375K +19,303 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$357K +$23K +1,187 +7%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$353K +$67.1K +3,456 +22%
PNFS
32
PW Nova Financial Services
Pennsylvania
$313K +$324K +16,694 New
EH
33
Equitable Holdings
New York
$295K -$124K -6,364 -29%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$234K +$14.8K +761 +6%
CA
35
COFG Advisors
Illinois
$234K +$5.01K +258 +2%
SA
36
Sanctuary Advisors
Indiana
$231K -$14.3K -736 -6%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$229K -$20.3K -1,043 -8%
CL
38
Choreo LLC
Illinois
$225K +$233K +12,019 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$221K +$4.97K +256 +2%
CEFA
40
Closed-End Fund Advisors
Virginia
$220K +$951 +49 +0.4%
CW
41
CreativeOne Wealth
Kansas
$204K
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$199K +$206K +10,597 New
WAM
43
Wolverine Asset Management
Illinois
$174K -$384K -19,779 -68%
PAM
44
Parvin Asset Management
South Dakota
$169K
Osaic Holdings
45
Osaic Holdings
Arizona
$143K +$11.7K +600 +9%
NWMP
46
Noble Wealth Management PBC
Colorado
$133K +$96.8K +4,985 +237%
HNB
47
Huntington National Bank
Ohio
$90K
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
$42.7K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$34.8K +$36K +1,855 New
IA
50
IFP Advisors
Florida
$26.9K