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EMO

ClearBridge Energy Midstream Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
26
Quadrant Private Wealth Management
Pennsylvania
$411K +$198 +7 +0.1%
Cerity Partners
27
Cerity Partners
New York
$402K +$11.1K +390 +3%
IWC
28
Integrated Wealth Concepts
Massachusetts
$395K
WAM
29
Wolverine Asset Management
Illinois
$386K +$367K +12,938 New
Ameriprise
30
Ameriprise
Minnesota
$368K +$3.29K +116 +1%
Millennium Management
31
Millennium Management
New York
$349K -$375K -13,212 -53%
CAN
32
Cetera Advisor Networks
California
$343K -$21.7K -765 -6%
CF
33
Centaurus Financial
California
$319K
UBS Group
34
UBS Group
Switzerland
$283K +$105K +3,708 +64%
AWA
35
Arete Wealth Advisors
Illinois
$283K +$14.1K +496 +6%
API
36
Advisor Partners II
California
$275K
PFO
37
Pathstone Family Office
New Jersey
$275K
Wells Fargo
38
Wells Fargo
California
$265K -$509K -17,948 -67%
JP Morgan Chase
39
JP Morgan Chase
New York
$259K
Osaic Holdings
40
Osaic Holdings
Arizona
$255K -$32.4K -1,143 -12%
CAM
41
Concorde Asset Management
Michigan
$245K -$16.7K -590 -7%
KWA
42
Kingswood Wealth Advisors
California
$242K +$230K +8,100 New
SI
43
Stephens Inc
Arkansas
$217K +$3.06K +108 +2%
US Bancorp
44
US Bancorp
Minnesota
$194K
QL
45
Quarry LP
New York
$107K +$102K +3,600 New
SOA
46
Sea Otter Advisors
Florida
$90K +$85.4K +3,013 New
CWC
47
Carolinas Wealth Consulting
North Carolina
$57.5K
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$33K +$31.4K +1,106 New
C
49
Covestor
United Kingdom
$33K +$31.7K +1,119 New
PMFA
50
Plante Moran Financial Advisors
Michigan
$19.4K