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EMO

ClearBridge Energy Midstream Opportunity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$203K -$556K -11,810 -72%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$200K
PTC
78
Private Trust Company
Ohio
$193K
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$126K
AWM
80
Activest Wealth Management
Florida
$101K
HIA
81
Harbor Investment Advisory
Maryland
$94.9K
NS
82
NBC Securities
Alabama
$74.2K -$71.7K -1,522 -48%
NWMP
83
Noble Wealth Management PBC
Colorado
$59.8K +$62.8K +1,332 New
WANY
84
Wealthspire Advisors (New York)
New York
$40K +$41.9K +890 New
BWL
85
Bogart Wealth LLC
Virginia
$38.9K
SIS
86
Strategic Investment Solutions
Illinois
$38.4K -$2.12K -45 -5%
PWA
87
Physician Wealth Advisors
Utah
$37.9K
FIA
88
FNY Investment Advisers
New York
$35K +$4.71K +100 +14%
TIM
89
Thompson Investment Management
Wisconsin
$30K
AUB
90
Atlantic Union Bankshares
Virginia
$28.3K +$29.6K +629 New
AF
91
Allworth Financial
California
$27K
ASN
92
Advisory Services Network
Georgia
$24.6K +$25.8K +548 New
CFB
93
Cullen/Frost Bankers
Texas
$22.1K
LI
94
LRI Investments
Florida
$20.4K
AWM
95
Abound Wealth Management
Tennessee
$17K +$17.9K +379 New
CI
96
CX Institutional
Indiana
$15K
PSB
97
Piscataqua Savings Bank
New Hampshire
$10.7K
SWA
98
SOA Wealth Advisors
New York
$10K +$236 +5 +2%
KFP
99
Kerr Financial Planning
California
$9.74K +$10.5K +222 New
AW
100
Avion Wealth
Texas
$9K