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SMM
Salient Midstream & MLP Fund
SMM
SMM
Delisted
SMM was delisted on the 8th of September, 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 |
|
|---|---|---|---|---|---|---|
| 26 |
BW
26
Bison Wealth
Atlanta,
Georgia
| $128K | -$25.7K | -2,174 | -18% |
|
| 27 |
S
27
SignatureFD
Atlanta,
Georgia
| $38K | – | – | – |
|
| 28 |
WA
28
WFG Advisors
Dallas,
Texas
| $38K | +$35.2K | +2,975 | New |
|
| 29 |
JFA
29
JNBA Financial Advisors
Bloomington,
Minnesota
| $38K | +$35.5K | +3,000 | New |
|
| 30 |
JIC
30
Joel Isaacson & Co
New York
| $25K | – | – | – |
|
| 31 |
DADC
31
D.A. Davidson & Co
Great Falls,
Montana
| $24K | – | – | – |
|
| 32 |
ECM
32
Estabrook Capital Management
New York
| $14.5K | – | – | – |
|
| 33 |
33
Creative Planning
Overland Park,
Kansas
| $7K | – | – | – |
|
| 34 |
ASN
34
Advisory Services Network
Atlanta,
Georgia
| $6K | +$5.58K | +472 | New |
|
| 35 |
MFS
35
MSI Financial Services
Springfield,
Massachusetts
| $5K | +$83 | +7 | +2% |
|