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Cohen & Steers REIT and Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
101
Doyle Wealth Management
Florida
– -$24K -1,120 Closed
VFA
102
Valeo Financial Advisors
Indiana
– -$11K -500 Closed
CAL
103
Capital Analysts LLC
Pennsylvania
– -$10K -464 Closed