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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 |
WA
26
WFG Advisors
Dallas,
Texas
| $21K | -$14.3K | -1,144 | -38% |
|
| 27 |
FCB
27
First Command Bank
Fort Worth,
Texas
| $20K | – | – | – |
|
| 28 |
FCFS
28
First Command Financial Services
Fort Worth,
Texas
| $20K | – | – | – |
|
| 29 |
AG
29
Advisor Group
Phoenix,
Arizona
| $19K | +$20.5K | +1,640 | New |
|
| 30 |
SFSIG
30
San Francisco Sentry Investment Group
San Francisco,
California
| $17K | – | – | – |
|
| 31 |
ECM
31
Estabrook Capital Management
New York
| $13.4K | – | – | – |
|
| 32 |
RFM
32
Royal Fund Management
Lady Lake,
Florida
| $13K | – | – | – |
|
| 33 |
FMII
33
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $12K | +$12.5K | +1,000 | New |
|
| 34 |
ASN
34
Advisory Services Network
Atlanta,
Georgia
| $6K | +$113 | +9 | +2% |
|
| 35 |
BWM
35
Baystate Wealth Management
Boston,
Massachusetts
| – | -$14K | -1,072 | Closed |
|
| 36 |
36
Creative Planning
Overland Park,
Kansas
| – | -$8K | -572 | Closed |
|