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FMO

Fiduciary/Claymore Energy Infrastructure Fund

Delisted

FMO was delisted on the 4th of March, 2022.

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$14.7M +$230K +3,040 +2%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$7.83M +$915K +12,072 +13%
Invesco
3
Invesco
Georgia
$6.52M -$775K -10,230 -10%
PFBT
4
Parkside Financial Bank & Trust
Missouri
$6.45M
AAM
5
Advisors Asset Management
Colorado
$5.38M -$319K -4,210 -6%
SIA
6
Sit Investment Associates
Minnesota
$5.31M +$5.08K +67 +0.1%
Morgan Stanley
7
Morgan Stanley
New York
$4.59M -$766K -10,103 -14%
JWM
8
Jacobus Wealth Management
Wisconsin
$3.67M +$99.2K +1,309 +3%
UBS Group
9
UBS Group
Switzerland
$3.19M -$2.53M -33,363 -44%
Wells Fargo
10
Wells Fargo
California
$2.18M +$4.55K +60 +0.2%
UCFA
11
United Capital Financial Advisors
Texas
$1.61M
Cohen & Steers
12
Cohen & Steers
New York
$1.56M
OC
13
Oppenheimer & Co
New York
$1.34M -$14.2K -188 -1%
IAS
14
IMA Advisory Services
Colorado
$1.06M -$182K -2,401 -14%
Stifel Financial
15
Stifel Financial
Missouri
$704K -$39.9K -527 -5%
OIA
16
Optimum Investment Advisors
Illinois
$642K -$136K -1,800 -17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$613K -$69.5K -917 -10%
PAG
18
Private Advisor Group
New Jersey
$536K -$269K -3,551 -34%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$516K +$116K +1,525 +28%
DA
20
Doliver Advisors
Texas
$511K +$520K +6,867 New
HCM
21
Hollencrest Capital Management
California
$435K
LPL Financial
22
LPL Financial
California
$432K -$35.5K -469 -8%
BFIM
23
Beese Fulmer Investment Management
Ohio
$400K -$45.5K -600 -10%
RJA
24
Raymond James & Associates
Florida
$245K -$34.5K -455 -12%
DW
25
Domani Wealth
Pennsylvania
$242K