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Alerian MLP ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
376
ArchPoint Investors
Florida
$91K -$1.53M -45,036 -89%
CWS
377
Cypress Wealth Services
California
$90K -$10.2K -302 -5%
SP
378
SWS Partners
Ohio
$90K +$177K +5,226 New
FFG
379
Fortem Financial Group
California
$90K +$178K +5,260 New
MGIA
380
Moneta Group Investment Advisors
Missouri
$89K +$35.8K +1,056 +26%
MHR
381
Matthew Hamilton Rosenberg
$89K +$175K +5,163 New
RMAM
382
Raab & Moskowitz Asset Management
New Jersey
$87K -$160K -4,734 -48%
KPW
383
Kore Private Wealth
New York
$86K -$770K -22,724 -82%
NIM
384
Northeast Investment Management
Massachusetts
$86K +$169K +5,000 New
OIA
385
Optimum Investment Advisors
Illinois
$83K -$63.5K -1,876 -28%
NA
386
NewEdge Advisors
Louisiana
$83K +$53.7K +1,586 +49%
WCM
387
Windsor Capital Management
Arizona
$82K -$75K -2,213 -32%
KeyBank National Association
388
KeyBank National Association
Ohio
$81K -$292K -8,622 -65%
MA
389
Montag & Associates
Georgia
$81K +$159K +4,700 New
PIMG
390
Patriot Investment Management Group
Tennessee
$81K +$161K +4,743 New
WI
391
Wintrust Investments
Illinois
$80K -$527K -15,560 -77%
AIFAIM
392
American Institute for Advanced Investment Management
Arizona
$80K -$198K -5,850 -56%
BWL
393
Bogart Wealth LLC
Virginia
$80K -$58.1K -1,714 -27%
JF
394
JSF Financial
California
$79K -$481K -14,204 -76%
CGA
395
Crescent Grove Advisors
Illinois
$79K -$417K -12,298 -73%
PAM
396
Peak Asset Management
Colorado
$78K +$85.1K +2,511 +124%
MHI
397
Miller Howard Investments
New York
$77K -$1.26M -37,312 -89%
FAM
398
Formidable Asset Management
Ohio
$76K -$157K -4,642 -51%
PWM
399
PBMares Wealth Management
Virginia
$76K -$40.3K -1,189 -21%
BWM
400
BigSur Wealth Management
Florida
$76K – – –