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Alerian MLP ETF
AMLP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
301
Trilogy Capital
California
$800K +$779K +16,665 New
IWC
302
Integrated Wealth Concepts
Massachusetts
$798K -$371K -7,946 -32%
WPW
303
Waldron Private Wealth
Pennsylvania
$795K – – –
SAM
304
Smithbridge Asset Management
Pennsylvania
$794K +$374 +8 +0%
JGC
305
J. Goldman & Co
New York
$792K -$820K -17,547 -52%
WAS
306
Wealth Advisory Solutions
Indiana
$792K – – –
NRI
307
NFP Retirement Inc
California
$791K +$4.86K +104 +0.6%
PPWM
308
Perissos Private Wealth Management
Oklahoma
$786K +$97.3K +2,082 +15%
BW
309
Bison Wealth
Georgia
$785K – – –
PIWA
310
Prevail Innovative Wealth Advisors
Kansas
$779K +$294K +6,292 +63%
JWCA
311
J.W. Cole Advisors
Florida
$774K -$17.2K -369 -2%
MHIC
312
Marble Harbor Investment Counsel
Massachusetts
$772K +$752K +16,100 New
AWE
313
Avidian Wealth Enterprises
Texas
$765K +$131K +2,813 +21%
GIA
314
Gladstone Institutional Advisory
Florida
$763K +$35.6K +762 +5%
GAM
315
Gould Asset Management
California
$761K -$11.6K -248 -2%
CAM
316
Covenant Asset Management
New Jersey
$747K -$20.5K -438 -3%
RFS
317
Retirement Financial Solutions
Tennessee
$744K +$108K +2,303 +17%
KWM
318
Keebeck Wealth Management
Illinois
$744K – – –
BF
319
BOK Financial
Oklahoma
$739K +$185K +3,955 +35%
MSAM
320
Moloney Securities Asset Management
Missouri
$727K +$2.94K +63 +0.4%
MAM
321
Mainsail Asset Management
Alabama
$726K – – –
SS
322
Sunbelt Securities
Texas
$722K -$2.06K -44 -0.3%
CAM
323
Cresset Asset Management
Illinois
$721K -$277K -5,921 -28%
GCM
324
Glaxis Capital Management
Florida
$720K +$234K +5,000 +50%
SFS
325
Sowell Financial Services
Arkansas
$715K +$175K +3,753 +34%
11 12
13
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