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Alerian MLP Index ETNs due January 28 2044
AMJB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$104M +$1.61M +53,186 +2%
JP Morgan Chase
2
JP Morgan Chase
New York
$59.3M +$3.94M +130,000 +7%
EH
3
Equitable Holdings
New York
$31.8M +$3.69M +121,788 +13%
KeyBank National Association
4
KeyBank National Association
Ohio
$19M -$569K -18,740 -3%
WA
5
Waverly Advisors
Alabama
$15M -$546K -17,992 -3%
LPL Financial
6
LPL Financial
California
$14.5M +$1.25M +41,348 +9%
NAS
7
Nicolet Advisory Services
Wisconsin
$14.3M +$430K +14,188 +3%
OPCM
8
Osborne Partners Capital Management
California
$11.1M -$125K -4,116 -1%
Goldman Sachs
9
Goldman Sachs
New York
$10M -$2.75M -90,644 -21%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$8.5M +$733K +24,145 +9%
NB
11
Nicolet Bankshares
Wisconsin
$5.76M +$60.5K +1,994 +1%
MCM
12
MAI Capital Management
Ohio
$5.45M -$98.4K -3,244 -2%
VA
13
Vident Advisory
Georgia
$4.91M -$683K -22,497 -12%
FA
14
FF Advisors
California
$4.67M -$65.9K -2,172 -1%
LSPW
15
Lake Street Private Wealth
Illinois
$3.94M +$973K +32,075 +32%
EHC
16
Everett Harris & Co
California
$3.04M -$145K -4,790 -4%
SWIM
17
Smallwood Wealth Investment Management
New Jersey
$2.8M +$145K +4,782 +5%
NEAM
18
New England Asset Management
Connecticut
$2.74M – – –
UCFA
19
United Capital Financial Advisors
Texas
$2.72M – – –
ACP
20
Argyle Capital Partners
California
$2.09M +$2.15M +70,817 New
Morgan Stanley
21
Morgan Stanley
New York
$1.68M -$6.57M -216,538 -79%
PFBT
22
Parkside Financial Bank & Trust
Missouri
$1.54M -$248K -8,190 -14%
CAG
23
Crestwood Advisors Group
Massachusetts
$1.46M -$265K -8,743 -15%
HW
24
Hancock Whitney
Mississippi
$1.45M -$4.67K -154 -0.3%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.4M -$83.1K -2,740 -5%
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