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Reaves Utility Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
26
IBEX Wealth Advisors
New Jersey
$1.55M +$1.46M +46,140 New
FFA
27
First Foundation Advisors
California
$1.55M +$60.4K +1,912 +4%
MFG
28
Magnus Financial Group
New York
$1.52M +$621K +19,662 +77%
BF
29
BOK Financial
Oklahoma
$1.43M
SG
30
StoneX Group
New York
$1.3M +$112K +3,557 +10%
ISL
31
Ingalls & Snyder LLC
New York
$1.24M +$3.16K +100 +0.3%
FWM
32
Focused Wealth Management
New York
$1.21M +$149K +4,703 +15%
SVWA
33
Sound View Wealth Advisors
Georgia
$1.09M
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.07M +$179K +5,656 +22%
Creative Planning
35
Creative Planning
Kansas
$990K -$345K -10,935 -27%
DC
36
Davenport & Co
Virginia
$990K +$50.5K +1,600 +6%
RIA
37
Realta Investment Advisors
Delaware
$811K +$762K +24,125 New
SPIA
38
Steward Partners Investment Advisory
New York
$769K -$16.1K -510 -2%
TA
39
TCG Advisors
Texas
$746K -$36.4K -1,152 -5%
HCM
40
Hodges Capital Management
Texas
$675K +$177K +5,617 +39%
AG
41
Advisor Group
Arizona
$635K -$1.86K -59 -0.3%
BCM
42
Brookstone Capital Management
Illinois
$606K +$273K +8,636 +92%
APP
43
Avantax Planning Partners
Iowa
$505K +$474K +15,000 New
NRS
44
Neville Rodie & Shaw
New York
$452K
CAN
45
Cetera Advisor Networks
California
$424K +$398K +12,600 New
WS
46
Wedbush Securities
California
$417K +$88.4K +2,800 +29%
Invesco
47
Invesco
Georgia
$389K -$179K -5,669 -33%
AIP
48
Ahrens Investment Partners
Louisiana
$382K +$25.3K +800 +8%
FHA
49
Flagship Harbor Advisors
Massachusetts
$381K
TIA
50
Tiemann Investment Advisors
California
$377K +$821 +26 +0.2%