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Reaves Utility Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
YCM
26
Yakira Capital Management
Connecticut
$1.76M -$2.21M -60,570 -56%
BF
27
BOK Financial
Oklahoma
$1.56M
SPIA
28
Steward Partners Investment Advisory
New York
$1.52M +$495K +13,590 +49%
ISL
29
Ingalls & Snyder LLC
New York
$1.39M
SG
30
StoneX Group
New York
$1.37M +$4.16K +114 +0.3%
AIP
31
Ahrens Investment Partners
Louisiana
$1.18M +$716K +19,650 +157%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$1.16M +$18.2K +500 +2%
AG
33
Advisor Group
Arizona
$1.13M +$350K +9,588 +45%
DC
34
Davenport & Co
Virginia
$1.08M
Creative Planning
35
Creative Planning
Kansas
$1.08M +$9.08K +249 +0.9%
RIA
36
Realta Investment Advisors
Delaware
$938K -$27.3K -750 -3%
MML Investors Services
37
MML Investors Services
Massachusetts
$826K +$470K +12,880 +134%
FI
38
FormulaFolio Investments
Michigan
$803K +$587K +16,101 +279%
WAM
39
Weiss Asset Management
Massachusetts
$795K +$789K +21,650 New
HCM
40
Hodges Capital Management
Texas
$780K +$6.56K +180 +0.9%
DA
41
Doliver Advisors
Texas
$729K +$737K +20,215 New
BCM
42
Brookstone Capital Management
Illinois
$722K -$22.9K -627 -3%
CAN
43
Cetera Advisor Networks
California
$623K +$100K +2,749 +19%
BL
44
Balentine LLC
Georgia
$613K -$109K -3,000 -15%
FFA
45
First Foundation Advisors
California
$609K -$1.1M -30,045 -64%
BAM
46
Belpointe Asset Management
Nevada
$594K +$112K +3,070 +23%
SPC
47
Sigma Planning Corp
Michigan
$565K -$28.4K -778 -5%
APP
48
Avantax Planning Partners
Iowa
$551K
NRS
49
Neville Rodie & Shaw
New York
$492K
AWM
50
AE Wealth Management
Kansas
$481K +$477K +13,097 New