We are live on ! Find out more
UTG icon

Reaves Utility Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RA
126
Reby Advisors
Connecticut
$6K +$6.35K +194 New
KFI
127
Key Financial Inc
Pennsylvania
$5K +$5.04K +154 New
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
GWM
129
Geneos Wealth Management
Colorado
$4K – – –
TFS
130
TrustCore Financial Services
Tennessee
$4K +$65 +2 +2%
PAIM
131
Punch & Associates Investment Management
Minnesota
– -$3.99M -127,402 Closed
Cohen & Steers
132
Cohen & Steers
New York
– -$2.05M -65,573 Closed
AAS
133
Avantax Advisory Services
Texas
– -$765K -24,432 Closed
SWM
134
SeaCrest Wealth Management
New York
– -$435K -13,893 Closed
KeyBank National Association
135
KeyBank National Association
Ohio
– -$250K -8,000 Closed
VWM
136
Vigilare Wealth Management
Arizona
– -$232K -7,416 Closed
RVPG
137
Relative Value Partners Group
– -$229K -7,311 Closed
HighTower Advisors
138
HighTower Advisors
Illinois
– -$207K -6,635 Closed
MA
139
MUFG Americas
New York
– -$203K -6,485 Closed
GT
140
Glenmede Trust
Pennsylvania
– -$125K -4,020 Closed
EFSCE
141
Enterprise Financial Services Corp (EFSC)
Missouri
– -$53K -1,700 Closed
S
142
SignatureFD
Georgia
– -$33K -1,050 Closed
WCG
143
Weaver Consulting Group
California
– -$19K -611 Closed
FCA
144
FinTrust Capital Advisors
South Carolina
– -$10K -307 Closed
Fidelity Investments
145
Fidelity Investments
Massachusetts
– +$65 +2 New