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ClearBridge Energy Midstream Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$134K – – –
AWM
77
Activest Wealth Management
Florida
$108K – – –
HIA
78
Harbor Investment Advisory
Maryland
$101K – – –
SIS
79
Strategic Investment Solutions
Illinois
$43.1K – – –
M
80
MOTCO
Texas
$42.4K +$40.5K +886 New
Bogart Wealth LLC
81
Bogart Wealth LLC
Virginia
$41.5K – – –
PWA
82
Physician Wealth Advisors
Utah
$40.5K – – –
FIA
83
FNY Investment Advisers
New York
$33K – – –
TIM
84
Thompson Investment Management
Wisconsin
$32K +$30.6K +668 New
Allworth Financial
85
Allworth Financial
California
$28.8K +$27.5K +600 New
Cullen/Frost Bankers
86
Cullen/Frost Bankers
Texas
$23.6K – – –
LI
87
LRI Investments
Florida
$21.8K – – –
TSMHT
88
Thurston Springer Miller Herd & Titak
Indiana
$19.4K +$18.5K +405 New
GWSG
89
GPS Wealth Strategies Group
Colorado
$17.7K -$14.9K -325 -47%
CX Institutional
90
CX Institutional
Indiana
$17K – – –
PSB
91
Piscataqua Savings Bank
New Hampshire
$11.4K – – –
SWA
92
SOA Wealth Advisors
New York
$10.4K +$229 +5 +2%
AW
93
Avion Wealth
Texas
$10K – – –
PMFA
94
Plante Moran Financial Advisors
Michigan
$7.2K – – –
Brown Brothers Harriman & Co
95
Brown Brothers Harriman & Co
New York
$6.24K – – –
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
Principal Securities
97
Principal Securities
Iowa
$4.86K -$2.33K -51 -34%
CT
98
Colonial Trust
South Carolina
$3.65K – – –
Farther Finance Advisors
99
Farther Finance Advisors
California
$3.5K – – –
Geneos Wealth Management
100
Geneos Wealth Management
Colorado
$3.07K – – –