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Reaves Utility Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$1.86M -$71K -2,140 -4%
IWA
27
IBEX Wealth Advisors
New Jersey
$1.85M -$269K -8,098 -13%
GLA
28
Good Life Advisors
Pennsylvania
$1.6M +$91.8K +2,766 +6%
SPIA
29
Steward Partners Investment Advisory
New York
$1.54M +$11.7K +353 +0.8%
DA
30
Doliver Advisors
Texas
$1.44M +$1.38M +41,597 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.38M +$135K +4,058 +11%
BF
32
BOK Financial
Oklahoma
$1.37M
KAS
33
Kestra Advisory Services
Texas
$1.21M +$223K +6,725 +24%
SG
34
StoneX Group
New York
$1.08M -$57.3K -1,727 -5%
OC
35
Oppenheimer & Co
New York
$1.07M
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$1.05M +$285K +8,593 +39%
MIM
37
Merrion Investment Management
New Jersey
$864K
AWM
38
AE Wealth Management
Kansas
$846K -$89K -2,682 -10%
FFWM
39
Future Financial Wealth Management
Ohio
$812K +$44K +1,326 +6%
SVWAG
40
Sound View Wealth Advisors Group
Georgia
$794K +$265 +8 +0%
AB
41
Atlas Brown
Kentucky
$790K +$4.91K +148 +0.7%
VFA
42
Valeo Financial Advisors
Indiana
$709K
BAM
43
Belpointe Asset Management
Nevada
$709K +$62.2K +1,875 +10%
AIA
44
Armor Investment Advisors
North Carolina
$665K +$107K +3,211 +20%
WWM
45
Western Wealth Management
Colorado
$660K +$633K +19,088 New
HEIP
46
Hudson Edge Investment Partners
New Jersey
$643K +$72.6K +2,187 +13%
Creative Planning
47
Creative Planning
Kansas
$641K +$15.2K +459 +3%
CF
48
Centaurus Financial
California
$621K +$1.86K +56 +0.3%
AWS
49
Atria Wealth Solutions
New York
$611K +$586K +17,672 New
DC
50
Davenport & Co
Virginia
$602K -$395K -11,914 -41%