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JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

AMJ was delisted on the 21st of May, 2024.

Name Holding Trade Value Shares
Change
Change in
Stake
Waverly Advisors
301
Waverly Advisors
Alabama
$13K – – –
WCM
302
Wealthcare Capital Management
Virginia
$13K +$13.1K +297 New
SAM
303
Shamrock Asset Management
Texas
$9K – – –
Parallax Volatility Advisers
304
Parallax Volatility Advisers
California
$7K -$32.8K -744 -82%
Benjamin F. Edwards & Company
305
Benjamin F. Edwards & Company
Missouri
$6K – – –
NC
306
NewSquare Capital
Pennsylvania
$6K +$4.41K +100 +263%
BlackRock Investment Management
307
BlackRock Investment Management
Delaware
$6K +$6.66K +151 New
WTB
308
Washington Trust Bank
Washington
$5K -$27.6K -625 -84%
CFSG
309
Community Financial Services Group
Vermont
$4K -$13.2K -300 -75%
CYG
310
Clean Yield Group
Vermont
$4K +$4.19K +95 New
IF
311
Ironwood Financial
Arizona
$4K +$4.41K +100 New
MassMutual Private Wealth & Trust
312
MassMutual Private Wealth & Trust
Connecticut
$3.6K – – –
SignatureFD
313
SignatureFD
Georgia
$2K -$3.97K -90 -71%
NCM
314
Nelson Capital Management
California
$2K – – –
AssetMark Inc
315
AssetMark Inc
California
$2K +$2.21K +50 New
Managed Account Advisors
316
Managed Account Advisors
New Jersey
$2K +$2.21K +50 New
Gradient Investments
317
Gradient Investments
Minnesota
$1K – – –
Wealthfront
318
Wealthfront
California
$1K – – –
Candriam SCA
319
Candriam SCA
Luxembourg
– -$19.2M -417,000 Closed
SMA
320
Simply Money Advisors
Ohio
– -$18.2M -396,877 Closed
Zacks Investment Management
321
Zacks Investment Management
Illinois
– -$8.26M -179,721 Closed
LCM
322
Leisure Capital Management
California
– -$5.8M -126,215 Closed
SCA
323
Southpoint Capital Advisors
New York
– -$4.59M -100,000 Closed
CCM
324
Canal Capital Management
Virginia
– -$3.9M -84,786 Closed
BWFM
325
Bridgewater Wealth & Financial Management
Maryland
– -$3.79M -82,366 Closed