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Alerian Energy Infrastructure ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Milestone Asset Management
Pennsylvania
$509K -$89.6K -2,863 -15%
PSCM
52
Per Stirling Capital Management
Texas
$435K +$30.9K +988 +8%
SFS
53
Sowell Financial Services
Arkansas
$404K -$12.5K -400 -3%
OBWG
54
Onyx Bridge Wealth Group
New York
$393K -$67.3K -2,150 -15%
CIS
55
Custom Index Systems
New York
$381K +$370K +11,825 New
MCM
56
MAI Capital Management
Ohio
$372K +$93.8K +3,000 +35%
IAS
57
Insigneo Advisory Services
Florida
$365K
FA
58
Fermata Advisors
California
$355K -$1.75K -56 -0.5%
FPAS
59
Focus Partners Advisor Solutions
Missouri
$340K -$42K -1,342 -11%
NWM
60
Northwest Wealth Management
Iowa
$332K -$42K -1,342 -12%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$321K +$782 +25 +0.3%
TWM
62
TCFG Wealth Management
California
$314K +$94.6K +3,025 +45%
KMWM
63
Keudell/Morrison Wealth Management
Oregon
$285K -$45.7K -1,460 -14%
HighTower Advisors
64
HighTower Advisors
Illinois
$281K +$20.3K +650 +8%
CWMK
65
Caliber Wealth Management (Kansas)
Kansas
$265K +$2.66K +85 +1%
PCM
66
Pointe Capital Management
Michigan
$260K +$2.03K +65 +0.8%
PAG
67
Private Advisor Group
New Jersey
$256K +$21.7K +695 +10%
1L
68
10Elms LLP
Oklahoma
$251K +$6.26K +200 +3%
AG
69
AmeriFlex Group
Nevada
$226K +$89.4K +2,857 +68%
AWM
70
Angeles Wealth Management
California
$226K -$78.2K -2,500 -26%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$220K +$214K +6,835 New
KAS
72
Kestra Advisory Services
Texas
$208K -$24K -767 -11%
Comerica Bank
73
Comerica Bank
Texas
$175K
IA
74
IFP Advisors
Florida
$168K +$626 +20 +0.4%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$123K +$10.1K +324 +9%