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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
CA
1
Cornerstone Advisory
Maryland
$2.39M -$23.3K -2,028 -1%
PWS
2
Private Wealth Strategies
Ohio
$1.6M -$58.7K -5,111 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.03M +$548K +47,753 +140%
Morgan Stanley
4
Morgan Stanley
New York
$958K -$384K -33,477 -31%
WAM
5
WNY Asset Management
New York
$851K +$482K +41,975 +166%
QC
6
Quantedge Capital
Singapore
$794K -$667K -58,154 -48%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$520K +$14.9K +1,300 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$520K +$370K +32,200 +356%
KACA
9
Kayne Anderson Capital Advisors
California
$499K
HAS
10
HBW Advisory Services
California
$498K +$452K +39,423 New
Bank of America
11
Bank of America
North Carolina
$427K -$292K -25,443 -43%
SIA
12
Sit Investment Associates
Minnesota
$356K -$41.3K -3,600 -11%
1WA
13
180 Wealth Advisors
Washington
$283K -$2.97K -259 -1%
RJA
14
Raymond James & Associates
Florida
$205K +$5.52K +481 +3%
UBS Group
15
UBS Group
Switzerland
$176K +$17K +1,477 +12%
EVC
16
Eidelman Virant Capital
Missouri
$126K
OIA
17
Optimum Investment Advisors
Illinois
$44K -$3.44K -300 -8%
Wells Fargo
18
Wells Fargo
California
$40K +$16.4K +1,430 +82%
SWM
19
Spire Wealth Management
Virginia
$19K
WAM
20
Wolverine Asset Management
Illinois
$15K
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$14K
CWC
22
Carolinas Wealth Consulting
North Carolina
$8K
RCA
23
Ranch Capital Advisors
Florida
$5K -$4.82K -420 Closed
GWM
24
Geneos Wealth Management
Colorado
$5K
PGWM
25
Parisi Gray Wealth Management
New Jersey
$3K +$2.75K +240 New