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AMJ

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
TI
201
Truepoint Inc
Ohio
$347K +$342K +13,066 New
EFS
202
Essex Financial Services
Connecticut
$344K -$57.9K -2,211 -15%
LP
203
LGL Partners
Pennsylvania
$330K -$701K -26,791 -68%
WB
204
Webster Bank
Connecticut
$330K -$22.2K -850 -6%
WPP
205
Whalerock Point Partners
Rhode Island
$328K -$45.9K -1,755 -12%
SCM
206
Southport Capital Management
Tennessee
$328K -$7.59K -290 -2%
SEI Investments
207
SEI Investments
Pennsylvania
$317K +$18.8K +720 +6%
SIAS
208
Shine Investment Advisory Services
Colorado
$316K +$292K +11,152 +1,491%
GRP
209
Global Retirement Partners
California
$314K -$1.7K -65 -0.5%
WP
210
WealthSource Partners
California
$305K -$21.8K -834 -7%
BWM
211
Baystate Wealth Management
Massachusetts
$295K +$25K +955 +9%
PMFA
212
Plante Moran Financial Advisors
Michigan
$288K +$14.1K +540 +5%
AWA
213
Arete Wealth Advisors
Illinois
$285K -$5.42K -207 -2%
WSTAM
214
Wilbanks Smith & Thomas Asset Management
Virginia
$284K +$9.94K +380 +4%
KFA
215
Kays Financial Advisory
Georgia
$278K -$10.5K -400 -4%
HSA
216
HBK Sorce Advisory
Pennsylvania
$271K -$37.8K -1,445 -12%
FMW
217
Farr Miller & Washington
District of Columbia
$266K
PP
218
PDS Planning
Ohio
$266K
PAG
219
Private Advisor Group
New Jersey
$230K -$1.77M -67,809 -88%
EAM
220
Evanson Asset Management
California
$221K +$217K +8,311 New
AF
221
Advisornet Financial
Minnesota
$219K -$4.45K -170 -2%
FANJ
222
Financial Architects (New Jersey)
New Jersey
$216K -$20.5K -784 -9%
VCA
223
Verdence Capital Advisors
Maryland
$213K +$209K +8,000 New
GFPC
224
Global Financial Private Capital
Florida
$212K +$209K +7,970 New
CL
225
Choreo LLC
Illinois
$202K -$26.8K -1,024 -12%