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FMO
Fiduciary/Claymore Energy Infrastructure Fund
Delisted
FMO was delisted on the 4th of March, 2022.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 51 |
RFA
51
Reilly Financial Advisors
La Mesa,
California
| $1K | +$802 | +10 | New |
|
| 52 |
52
Ameriprise
Minneapolis,
Minnesota
| – | -$153K | -2,059 | Closed |
|
| 53 |
IECM
53
Intrinsic Edge Capital Management
Chicago,
Illinois
| – | -$149K | -2,000 | Closed |
|
| 54 |
FNBT
54
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$79K | -1,061 | Closed |
|
| 55 |
IWA
55
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$27K | -357 | Closed |
|
| 56 |
IWM
56
IHT Wealth Management
Chicago,
Illinois
| – | -$16K | -212 | Closed |
|
| 57 |
SWA
57
Sutton Wealth Advisors
Tampa,
Florida
| – | -$7.03K | -94 | Closed |
|
| 58 |
WA
58
WFG Advisors
Dallas,
Texas
| – | -$6K | -82 | Closed |
|
| 59 |
TCOV
59
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$4K | -50 | Closed |
|