Clearbridge Energy Midstream (EMO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Edgemoor Investment Advisors, Inc.

INCREASED

Shares78,029 from 77,329

Change+700 (+1%)

Value$3.9M (+$36.6K)

Filed 2026-11-03

Terril Brothers, Inc.

INCREASED

Shares63,631 from 44,879

Change+18,752 (+42%)

Value$3.2M (+$940.7K)

Filed 2026-11-06

Blue Bell Private Wealth Management, LLC

INCREASED

Shares49,204 from 48,724

Change+480 (+1%)

Value$2.5M (+$25.0K)

Filed 2026-10-29

LPL Financial LLC

INCREASED

Shares46,452 from 43,025

Change+3,427 (+8%)

Value$2.3M (+$172.6K)

Filed 2026-11-06

Wright Wealth LLC

DECREASED

Shares38,748 from 39,834

Change-1,086 (-3%)

Value$1.9M (-$53.6K)

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares26,486 from 22,961

Change+3,525 (+15%)

Value$1.3M (+$182.4K)

Filed 2026-10-13

Nations Financial Group Inc,

DECREASED

Shares26,428 from 26,728

Change-300 (-1%)

Value$1.3M (-$14.5K)

Filed 2026-11-05

Concurrent Investment Advisors, LLC

NEW

Shares23,518

Change+23,518

Value$1.2M

Filed 2026-10-16

Closed-End Fund Advisors, Inc.

INCREASED

Shares23,462 from 22,885

Change+577 (+3%)

Value$1.2M (+$29.4K)

Filed 2026-11-04

IFP Advisors, Inc

DECREASED

Shares20,323 from 21,041

Change-718 (-3%)

Value$1.0M (-$35.6K)

Filed 2026-10-16

Calamos Advisors LLC

INCREASED

Shares20,051 from 17,460

Change+2,591 (+15%)

Value$1.0M (+$130.2K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares15,623 from 14,733

Change+890 (+6%)

Value$783.0K (+$45.0K)

Filed 2026-11-02

Kingswood Wealth Advisors, LLC

UNCHANGED

Shares14,989 from 14,989

Change0 (0%)

Value$751.2K (+$300)

Filed 2026-10-23

Oppenheimer & Co Inc

INCREASED

Shares14,835 from 14,272

Change+563 (+4%)

Value$743.5K (+$28.5K)

Filed 2026-10-26

Future Financial Wealth Managment LLC

DECREASED

Shares13,235 from 13,710

Change-475 (-3%)

Value$663.3K (-$63.2K)

Filed 2026-10-15

Indivisible Partners

INCREASED

Shares12,354 from 12,261

Change+93 (+1%)

Value$619.2K (+$4.9K)

Filed 2026-10-26

D.A. Davidson & Co.

INCREASED

Shares10,877 from 10,873

Change+4 (+0%)

Value$545.2K (+$424)

Filed 2026-10-28

XML Financial, LLC

INCREASED

Shares10,267 from 9,807

Change+460 (+5%)

Value$514.6K (+$23.3K)

Filed 2026-10-29

Ritholtz Wealth Management

UNCHANGED

Shares10,069 from 10,069

Change0 (0%)

Value$504.7K (+$201)

Filed 2026-11-05

Hickory Point Bank & Trust

UNCHANGED

Shares9,990 from 9,990

Change0 (0%)

Value$500.7K (+$200)

Filed 2026-10-01

Argentarii, LLC

UNCHANGED

Shares9,066 from 9,066

Change0 (0%)

Value$454.4K (-$18.8K)

Filed 2026-10-28

Choreo, LLC

INCREASED

Shares9,027 from 8,932

Change+95 (+1%)

Value$452.4K (+$4.9K)

Filed 2026-10-28

Fifth Third Bancorp

INCREASED

Shares8,788 from 8,784

Change+4 (+0%)

Value$440.5K (+$377)

Filed 2026-11-05

Creative Planning

DECREASED

Shares7,654 from 7,657

Change-3 (0%)

Value$383.6K (-$6)

Filed 2026-11-02

Chicago Partners Investment Group LLC

UNCHANGED

Shares6,624 from 6,624

Change0 (0%)

Value$342.6K (-$8.4K)

Filed 2026-10-27

LexAurum Advisors, LLC

UNCHANGED

Shares6,357 from 6,357

Change0 (0%)

Value$318.6K (+$127)

Filed 2026-10-19

Davenport & Co LLC

NEW

Shares5,477

Change+5,477

Value$274.5K

Filed 2026-10-14

NWF Advisory Services Inc.

UNCHANGED

Shares4,750 from 4,750

Change0 (0%)

Value$238.1K (+$95)

Filed 2026-10-19

Merit Financial Group, LLC

DECREASED

Shares4,621 from 4,637

Change-16 (0%)

Value$231.6K (-$700)

Filed 2026-11-06

Bryn Mawr Trust Advisors, LLC

INCREASED

Shares4,509 from 4,419

Change+90 (+2%)

Value$226.0K (+$4.6K)

Filed 2026-11-04

Commonwealth Equity Services, LLC

DECREASED

Shares4,257 from 5,459

Change-1,202 (-22%)

Value$213.4K (-$60.1K)

Filed 2026-11-02

UNCHANGED

Shares4,022 from 4,022

Change0 (0%)

Value$201.6K (+$81)

Filed 2026-10-23

MGO One Seven LLC

NEW

Shares4,001

Change+4,001

Value$200.5K

Filed 2026-10-28

Private Trust Co NA

DECREASED

Shares3,581 from 4,306

Change-725 (-17%)

Value$179.5K (-$36.3K)

Filed 2026-10-20

PNC Financial Services Group, Inc.

UNCHANGED

Shares2,700 from 2,700

Change0 (0%)

Value$135.3K (+$54)

Filed 2026-11-06

Harbor Investment Advisory, LLC

UNCHANGED

Shares1,884 from 1,884

Change0 (0%)

Value$94.4K (+$38)

Filed 2026-10-13

Lanark Financial, Inc.

UNCHANGED

Shares1,723 from 1,723

Change0 (0%)

Value$86.4K (+$35)

Filed 2026-10-26

Activest Wealth Management

UNCHANGED

Shares1,474 from 1,474

Change0 (0%)

Value$73.9K (+$30)

Filed 2026-10-15

Noble Wealth Management PBC

UNCHANGED

Shares1,332 from 1,332

Change0 (0%)

Value$66.8K (+$27)

Filed 2026-10-01

First Community Trust NA

UNCHANGED

Shares772 from 772

Change0 (0%)

Value$38.7K (+$16)

Filed 2026-10-07

Jacobi Capital Management LLC

NEW

Shares739

Change+739

Value$37.0K

Filed 2026-11-05

Thompson Investment Management, Inc.

UNCHANGED

Shares668 from 668

Change0 (0%)

Value$33.5K (+$13)

Filed 2026-10-14

Allworth Financial LP

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$30.1K ($0)

Filed 2026-11-06

CX Institutional

INCREASED

Shares380 from 372

Change+8 (+2%)

Value$19 ($0)

Filed 2026-10-02

Cullen T Bankers, Inc.

UNCHANGED

Shares355 from 355

Change0 (0%)

Value$17.8K (+$7)

Filed 2026-10-28

Farther Finance Advisors, LLC

DECREASED

Shares330 from 403

Change-73 (-18%)

Value$16.5K (-$3.7K)

Filed 2026-10-08

Piscataqua Savings Bank

UNCHANGED

Shares238 from 238

Change0 (0%)

Value$11.9K (+$5)

Filed 2026-10-21

West Branch Capital LLC

INCREASED

Shares217 from 212

Change+5 (+2%)

Value$10.9K (+$236)

Filed 2026-10-20

Plante Moran Financial Advisors, LLC

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$7.5K (+$3)

Filed 2026-11-04

Cassaday & Co Wealth Management LLC

NEW

Shares100

Change+100

Value$5.0K

Filed 2026-10-27

Markowski Investments

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$2.0K (+$1)

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares10

Change+10

Value$501

Filed 2026-10-21

Wolverine Asset Management LLC

CLOSED

Shares0 from 33,439

Change-33,439 (-100%)

Value$0 (-$1.7M)

Filed 2026-11-02

Arlington Capital Management Inc

CLOSED

Shares0 from 4,093

Change-4,093 (-100%)

Value$0 (-$205.1K)

Filed 2026-10-30

Salem Investment Counselors Inc

CLOSED

Shares0 from 338

Change-338 (-100%)

Value$0 (-$16.9K)

Filed 2026-10-13

Avion Wealth

CLOSED

Shares0 from 222

Change-222 (-100%)

Value$0 (-$11)

Filed 2026-11-04

Evermay Wealth Management LLC

CLOSED

Shares0 from 155

Change-155 (-100%)

Value$0 (-$7.8K)

Filed 2026-11-05

Morgan Stanley

N/A

Shares— from 1,326,322

Change-1,326,322 (-100%)

Value—

Z3 Capital Partners, LLC

N/A

Shares— from 629,814

Change-629,814 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 297,457

Change-297,457 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 276,250

Change-276,250 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 239,795

Change-239,795 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 218,811

Change-218,811 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 195,043

Change-195,043 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 184,913

Change-184,913 (-100%)

Value—

Saba Capital Management, L.P.A

N/A

Shares— from 126,112

Change-126,112 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 122,953

Change-122,953 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 111,114

Change-111,114 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 87,278

Change-87,278 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 85,585

Change-85,585 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 84,862

Change-84,862 (-100%)

Value—

UBS Group AG

N/A

Shares— from 83,120

Change-83,120 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 73,130

Change-73,130 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 68,327

Change-68,327 (-100%)

Value—

Oxbow Advisors, LLC

N/A

Shares— from 58,484

Change-58,484 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 39,564

Change-39,564 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 39,509

Change-39,509 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 29,152

Change-29,152 (-100%)

Value—

Sculptor Capital LP

N/A

Shares— from 27,500

Change-27,500 (-100%)

Value—

Quantedge Capital Pte Ltd

N/A

Shares— from 24,200

Change-24,200 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 19,285

Change-19,285 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 19,073

Change-19,073 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 19,012

Change-19,012 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 18,913

Change-18,913 (-100%)

Value—

Stephens Inc

N/A

Shares— from 18,006

Change-18,006 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 14,714

Change-14,714 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 14,292

Change-14,292 (-100%)

Value—

Icon Wealth Advisors, LLC

N/A

Shares— from 14,242

Change-14,242 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 13,162

Change-13,162 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 13,052

Change-13,052 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 12,490

Change-12,490 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 9,765

Change-9,765 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 9,429

Change-9,429 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 9,412

Change-9,412 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 9,222

Change-9,222 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 9,144

Change-9,144 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 9,098

Change-9,098 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 8,254

Change-8,254 (-100%)

Value—

Concorde Asset Management, LLC

N/A

Shares— from 7,255

Change-7,255 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 7,002

Change-7,002 (-100%)

Value—

&partners

N/A

Shares— from 6,693

Change-6,693 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 6,560

Change-6,560 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 5,579

Change-5,579 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 5,390

Change-5,390 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 5,282

Change-5,282 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 4,909

Change-4,909 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 4,693

Change-4,693 (-100%)

Value—

Peregrine Asset Advisers, Inc.

N/A

Shares— from 4,670

Change-4,670 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 4,525

Change-4,525 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 4,320

Change-4,320 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,933

Change-3,933 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 1,119

Change-1,119 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 854

Change-854 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 665

Change-665 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 582

Change-582 (-100%)

Value—

Gunpowder Capital Management, LLC dba Oliver Wealth Management

N/A

Shares— from 360

Change-360 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 278

Change-278 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 240

Change-240 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 204

Change-204 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 204

Change-204 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 167

Change-167 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 102

Change-102 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 76

Change-76 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 67

Change-67 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 64

Change-64 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 64

Change-64 (-100%)

Value—

	Status
Edgemoor Investment Advisors, Inc.	INCREASED	78,029	77,329	+700	+1%	$3.9M	$3.9M	+$36.6K	2026-11-03
Terril Brothers, Inc.	INCREASED	63,631	44,879	+18,752	+42%	$2.2M	$3.2M	+$940.7K	2026-11-06
Blue Bell Private Wealth Management, LLC	INCREASED	49,204	48,724	+480	+1%	$2.4M	$2.5M	+$25.0K	2026-10-29
LPL Financial LLC	INCREASED	46,452	43,025	+3,427	+8%	$2.2M	$2.3M	+$172.6K	2026-11-06
Wright Wealth LLC	DECREASED	38,748	39,834	-1,086	-3%	$2.0M	$1.9M	-$53.6K	2026-10-29
Wealth Enhancement Advisory Services, LLC	INCREASED	26,486	22,961	+3,525	+15%	$1.2M	$1.3M	+$182.4K	2026-10-13
Nations Financial Group Inc,	DECREASED	26,428	26,728	-300	-1%	$1.3M	$1.3M	-$14.5K	2026-11-05
Concurrent Investment Advisors, LLC	NEW	23,518	—	+23,518	—	—	$1.2M	—	2026-10-16
Closed-End Fund Advisors, Inc.	INCREASED	23,462	22,885	+577	+3%	$1.1M	$1.2M	+$29.4K	2026-11-04
IFP Advisors, Inc	DECREASED	20,323	21,041	-718	-3%	$1.1M	$1.0M	-$35.6K	2026-10-16
Calamos Advisors LLC	INCREASED	20,051	17,460	+2,591	+15%	$874.7K	$1.0M	+$130.2K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	15,623	14,733	+890	+6%	$738.0K	$783.0K	+$45.0K	2026-11-02
Kingswood Wealth Advisors, LLC	UNCHANGED	14,989	14,989	0	0%	$750.9K	$751.2K	+$300	2026-10-23
Oppenheimer & Co Inc	INCREASED	14,835	14,272	+563	+4%	$715.0K	$743.5K	+$28.5K	2026-10-26
Future Financial Wealth Managment LLC	DECREASED	13,235	13,710	-475	-3%	$726.5K	$663.3K	-$63.2K	2026-10-15
Indivisible Partners	INCREASED	12,354	12,261	+93	+1%	$614.3K	$619.2K	+$4.9K	2026-10-26
D.A. Davidson & Co.	INCREASED	10,877	10,873	+4	+0%	$544.8K	$545.2K	+$424	2026-10-28
XML Financial, LLC	INCREASED	10,267	9,807	+460	+5%	$491.3K	$514.6K	+$23.3K	2026-10-29
Ritholtz Wealth Management	UNCHANGED	10,069	10,069	0	0%	$504.5K	$504.7K	+$201	2026-11-05
Hickory Point Bank & Trust	UNCHANGED	9,990	9,990	0	0%	$500.5K	$500.7K	+$200	2026-10-01
Argentarii, LLC	UNCHANGED	9,066	9,066	0	0%	$473.1K	$454.4K	-$18.8K	2026-10-28
Choreo, LLC	INCREASED	9,027	8,932	+95	+1%	$447.5K	$452.4K	+$4.9K	2026-10-28
Fifth Third Bancorp	INCREASED	8,788	8,784	+4	+0%	$440.1K	$440.5K	+$377	2026-11-05
Creative Planning	DECREASED	7,654	7,657	-3	0%	$383.6K	$383.6K	-$6	2026-11-02
Chicago Partners Investment Group LLC	UNCHANGED	6,624	6,624	0	0%	$351.0K	$342.6K	-$8.4K	2026-10-27
LexAurum Advisors, LLC	UNCHANGED	6,357	6,357	0	0%	$318.5K	$318.6K	+$127	2026-10-19
Davenport & Co LLC	NEW	5,477	—	+5,477	—	—	$274.5K	—	2026-10-14
NWF Advisory Services Inc.	UNCHANGED	4,750	4,750	0	0%	$238.0K	$238.1K	+$95	2026-10-19
Merit Financial Group, LLC	DECREASED	4,621	4,637	-16	0%	$232.3K	$231.6K	-$700	2026-11-06
Bryn Mawr Trust Advisors, LLC	INCREASED	4,509	4,419	+90	+2%	$221.4K	$226.0K	+$4.6K	2026-11-04
Commonwealth Equity Services, LLC	DECREASED	4,257	5,459	-1,202	-22%	$273.5K	$213.4K	-$60.1K	2026-11-02
Register Financial Advisors LLC	UNCHANGED	4,022	4,022	0	0%	$201.5K	$201.6K	+$81	2026-10-23
MGO One Seven LLC	NEW	4,001	—	+4,001	—	—	$200.5K	—	2026-10-28
Private Trust Co NA	DECREASED	3,581	4,306	-725	-17%	$215.7K	$179.5K	-$36.3K	2026-10-20
PNC Financial Services Group, Inc.	UNCHANGED	2,700	2,700	0	0%	$135.3K	$135.3K	+$54	2026-11-06
Harbor Investment Advisory, LLC	UNCHANGED	1,884	1,884	0	0%	$94.4K	$94.4K	+$38	2026-10-13
Lanark Financial, Inc.	UNCHANGED	1,723	1,723	0	0%	$86.3K	$86.4K	+$35	2026-10-26
Activest Wealth Management	UNCHANGED	1,474	1,474	0	0%	$73.8K	$73.9K	+$30	2026-10-15
Noble Wealth Management PBC	UNCHANGED	1,332	1,332	0	0%	$66.7K	$66.8K	+$27	2026-10-01
First Community Trust NA	UNCHANGED	772	772	0	0%	$38.7K	$38.7K	+$16	2026-10-07
Jacobi Capital Management LLC	NEW	739	—	+739	—	—	$37.0K	—	2026-11-05
Thompson Investment Management, Inc.	UNCHANGED	668	668	0	0%	$33.5K	$33.5K	+$13	2026-10-14
Allworth Financial LP	UNCHANGED	600	600	0	0%	$30.1K	$30.1K	$0	2026-11-06
CX Institutional	INCREASED	380	372	+8	+2%	$19	$19	$0	2026-10-02
Cullen T Bankers, Inc.	UNCHANGED	355	355	0	0%	$17.8K	$17.8K	+$7	2026-10-28
Farther Finance Advisors, LLC	DECREASED	330	403	-73	-18%	$20.2K	$16.5K	-$3.7K	2026-10-08
Piscataqua Savings Bank	UNCHANGED	238	238	0	0%	$11.9K	$11.9K	+$5	2026-10-21
West Branch Capital LLC	INCREASED	217	212	+5	+2%	$10.6K	$10.9K	+$236	2026-10-20
Plante Moran Financial Advisors, LLC	UNCHANGED	150	150	0	0%	$7.5K	$7.5K	+$3	2026-11-04
Cassaday & Co Wealth Management LLC	NEW	100	—	+100	—	—	$5.0K	—	2026-10-27
Markowski Investments	UNCHANGED	40	40	0	0%	$2.0K	$2.0K	+$1	2026-10-30
Root Financial Partners, LLC	NEW	10	—	+10	—	—	$501	—	2026-10-21
Wolverine Asset Management LLC	CLOSED	0	33,439	-33,439	-100%	$1.7M	$0	-$1.7M	2026-11-02
Arlington Capital Management Inc	CLOSED	0	4,093	-4,093	-100%	$205.1K	$0	-$205.1K	2026-10-30
Salem Investment Counselors Inc	CLOSED	0	338	-338	-100%	$16.9K	$0	-$16.9K	2026-10-13
Avion Wealth	CLOSED	0	222	-222	-100%	$11	$0	-$11	2026-11-04
Evermay Wealth Management LLC	CLOSED	0	155	-155	-100%	$7.8K	$0	-$7.8K	2026-11-05
Morgan Stanley	N/A	—	1,326,322	-1,326,322	-100%	$66.4M	—	—	—
Z3 Capital Partners, LLC	N/A	—	629,814	-629,814	-100%	$31.6M	—	—	—
EP Wealth Advisors, LLC	N/A	—	297,457	-297,457	-100%	$14.9M	—	—	—
Royal Bank of Canada	N/A	—	276,250	-276,250	-100%	$13.8M	—	—	—
Wells Fargo & Company	N/A	—	239,795	-239,795	-100%	$12.0M	—	—	—
Advisors Asset Management, Inc.	N/A	—	218,811	-218,811	-100%	$11.0M	—	—	—
Bank of America Corp	N/A	—	195,043	-195,043	-100%	$9.8M	—	—	—
Penserra Capital Management LLC	N/A	—	184,913	-184,913	-100%	$9.3M	—	—	—
Saba Capital Management, L.P.A	N/A	—	126,112	-126,112	-100%	$6.3M	—	—	—
Stifel Financial Corp	N/A	—	122,953	-122,953	-100%	$6.2M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	111,114	-111,114	-100%	$5.6M	—	—	—
SIT Investment Associates Inc	N/A	—	87,278	-87,278	-100%	$4.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	85,585	-85,585	-100%	$4.3M	—	—	—
Ameriprise Financial Inc	N/A	—	84,862	-84,862	-100%	$4.2M	—	—	—
UBS Group AG	N/A	—	83,120	-83,120	-100%	$4.2M	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	73,130	-73,130	-100%	$3.7M	—	—	—
Raymond James Financial Inc	N/A	—	68,327	-68,327	-100%	$3.4M	—	—	—
Oxbow Advisors, LLC	N/A	—	58,484	-58,484	-100%	$2.9M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	39,564	-39,564	-100%	$2.0M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	39,509	-39,509	-100%	$2.0M	—	—	—
Waterloo Capital, L.P.	N/A	—	29,152	-29,152	-100%	$1.5M	—	—	—
Sculptor Capital LP	N/A	—	27,500	-27,500	-100%	$1.4M	—	—	—
Quantedge Capital Pte Ltd	N/A	—	24,200	-24,200	-100%	$1.2M	—	—	—
Hollencrest Capital Management	N/A	—	19,285	-19,285	-100%	$966.2K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	19,073	-19,073	-100%	$955.6K	—	—	—
Nomura Holdings Inc	N/A	—	19,012	-19,012	-100%	$952.5K	—	—	—
M&T Bank Corp	N/A	—	18,913	-18,913	-100%	$947.5K	—	—	—
Stephens Inc	N/A	—	18,006	-18,006	-100%	$902.1K	—	—	—
HighTower Advisors, LLC	N/A	—	14,714	-14,714	-100%	$737.2K	—	—	—
Invesco Ltd.	N/A	—	14,292	-14,292	-100%	$716.0K	—	—	—
Icon Wealth Advisors, LLC	N/A	—	14,242	-14,242	-100%	$713.5K	—	—	—
JPMorgan Chase & Co	N/A	—	13,162	-13,162	-100%	$654.7K	—	—	—
XTX Topco Ltd	N/A	—	13,052	-13,052	-100%	$653.9K	—	—	—
Cary Street Partners Financial LLC	N/A	—	12,490	-12,490	-100%	$625.7K	—	—	—
PFG Investments, LLC	N/A	—	9,765	-9,765	-100%	$489.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	9,429	-9,429	-100%	$472.4K	—	—	—
Centaurus Financial, Inc.	N/A	—	9,412	-9,412	-100%	$472.0K	—	—	—
Pathstone Holdings, LLC	N/A	—	9,222	-9,222	-100%	$462.0K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	9,144	-9,144	-100%	$458.1K	—	—	—
MAI Capital Management	N/A	—	9,098	-9,098	-100%	$455.8K	—	—	—
Citadel Advisors LLC	N/A	—	8,254	-8,254	-100%	$413.5K	—	—	—
Concorde Asset Management, LLC	N/A	—	7,255	-7,255	-100%	$363.5K	—	—	—
Huntington National Bank	N/A	—	7,002	-7,002	-100%	$350.8K	—	—	—
&partners	N/A	—	6,693	-6,693	-100%	$335.3K	—	—	—
Cetera Investment Advisers	N/A	—	6,560	-6,560	-100%	$328.6K	—	—	—
Janney Montgomery Scott LLC	N/A	—	5,579	-5,579	-100%	$280.0K	—	—	—
Benjamin Edwards Inc	N/A	—	5,390	-5,390	-100%	$270.0K	—	—	—
Captrust Financial Advisors	N/A	—	5,282	-5,282	-100%	$264.6K	—	—	—
Goldman Sachs Group Inc	N/A	—	4,909	-4,909	-100%	$245.9K	—	—	—
Private Advisor Group, LLC	N/A	—	4,693	-4,693	-100%	$235.1K	—	—	—
Peregrine Asset Advisers, Inc.	N/A	—	4,670	-4,670	-100%	$234.0K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	4,525	-4,525	-100%	$226.7K	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	4,320	-4,320	-100%	$216.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,933	-3,933	-100%	$197.0K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	1,119	-1,119	-100%	$56.0K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	854	-854	-100%	$42.8K	—	—	—
Bogart Wealth, LLC	N/A	—	665	-665	-100%	$33.3K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	582	-582	-100%	$29.2K	—	—	—
Gunpowder Capital Management, LLC dba Oliver Wealth Management	N/A	—	360	-360	-100%	$18.0K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	278	-278	-100%	$13.9K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	240	-240	-100%	$12.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	204	-204	-100%	$10.2K	—	—	—
BFC Planning, Inc.	N/A	—	204	-204	-100%	$10.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	167	-167	-100%	$8.4K	—	—	—
Brown Brothers Harriman & Co	N/A	—	102	-102	-100%	$5.1K	—	—	—
Colonial Trust Co / SC	N/A	—	76	-76	-100%	$3.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	67	-67	-100%	$3.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	64	-64	-100%	$3.2K	—	—	—
SHP Wealth Management	N/A	—	64	-64	-100%	$3.2K	—	—	—

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