ClearBridge Energy Midstream Opportunity Fund Inc.(EMO)

$54.56—

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ClearBridge Energy Midstream Opportunity Fund Inc.(EMO)

NYSE

$54.56—

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EMO(EMO)

EMO

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Institutional Ownership

Top 148 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.33M	Jun 30, 26	-4.65K	6.63%
EP Wealth Advisors, LLC	297.46K	Jun 30, 26	-6.30K	1.49%
ROYAL BANK OF CANADA	276.25K	Jun 30, 26	+5.81K	1.38%
WELLS FARGO & COMPANY/MN	239.79K	Jun 30, 26	+14.09K	1.20%
Advisors Asset Management, Inc.	218.81K	Jun 30, 26	-26.02K	1.09%
BANK OF AMERICA CORP /DE/	195.04K	Jun 30, 26	-18.22K	0.97%
Penserra Capital Management LLC	184.91K	Jun 30, 26	+7.03K	0.92%
Saba Capital Management, L.P.	126.11K	Jun 30, 26	+126.11K	0.63%
STIFEL FINANCIAL CORP	122.95K	Jun 30, 26	-3.42K	0.61%
Steward Partners Investment Advisory, LLC	111.11K	Jun 30, 26	+84	0.56%
SIT INVESTMENT ASSOCIATES INC	87.28K	Jun 30, 26	-447.02K	0.44%
ADVISOR GROUP HOLDINGS, INC.	85.58K	Jun 30, 26	+21.29K	0.43%
AMERIPRISE FINANCIAL INC	84.86K	Jun 30, 26	+3.14K	0.42%
UBS Group AG	83.12K	Jun 30, 26	-5.64K	0.42%
Edgemoor Investment Advisors, Inc.	77.33K	Jun 30, 26	-409	0.39%
Thomas J. Herzfeld Advisors, Inc.	73.13K	Jun 30, 26	+14.11K	0.37%
RAYMOND JAMES FINANCIAL INC	68.33K	Jun 30, 26	+11.87K	0.34%
Oxbow Advisors, LLC	58.48K	Jun 30, 26	--	0.29%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	48.72K	Jun 30, 26	+921	0.24%
TERRIL BROTHERS, INC.	44.88K	Jun 30, 26	-1.18K	0.22%
LPL Financial LLC	43.02K	Jun 30, 26	-2.90K	0.21%
Kingsview Wealth Management, LLC	39.56K	Jun 30, 26	+49	0.20%
Rockefeller Capital Management L.P.	39.51K	Jun 30, 26	--	0.20%
WOLVERINE ASSET MANAGEMENT LLC	33.44K	Jun 30, 26	+33.44K	0.17%
Waterloo Capital, L.P.	29.15K	Jun 30, 26	+29.15K	0.15%
Sculptor Capital LP	27.50K	Jun 30, 26	+27.50K	0.14%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	26.73K	Jun 30, 26	-100	0.13%
Quantedge Capital Pte Ltd	24.20K	Jun 30, 26	+24.20K	0.12%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	22.96K	Jun 30, 26	-92	0.11%
IFP Advisors, Inc	21.04K	Jun 30, 26	-752	0.11%
HOLLENCREST CAPITAL MANAGEMENT	19.29K	Jun 30, 26	--	0.10%
CAPSTONE INVESTMENT ADVISORS, LLC	19.07K	Jun 30, 26	--	0.10%
NOMURA HOLDINGS INC	19.01K	Jun 30, 26	--	0.09%
M&T BANK CORP	18.91K	Jun 30, 26	--	0.09%
STEPHENS INC /AR/	18.01K	Jun 30, 26	+21	0.09%
Calamos Advisors LLC	17.46K	Jun 30, 26	+1.16K	0.09%
KINGSWOOD WEALTH ADVISORS, LLC	14.99K	Jun 30, 26	--	0.07%
Cambridge Investment Research Advisors, Inc.	14.73K	Jun 30, 26	+5.46K	0.07%
HighTower Advisors, LLC	14.71K	Jun 30, 26	+4.14K	0.07%
Invesco Ltd.	14.29K	Jun 30, 26	-10.36K	0.07%
OPPENHEIMER & CO INC	14.27K	Jun 30, 26	+5.51K	0.07%
Icon Wealth Advisors, LLC	14.24K	Jun 30, 26	+26	0.07%
Future Financial Wealth Managment LLC	13.71K	Jun 30, 26	-1.72K	0.07%
JPMORGAN CHASE & CO	13.16K	Jun 30, 26	-15	0.07%
XTX Topco Ltd	13.05K	Jun 30, 26	+13.05K	0.07%
CARY STREET PARTNERS FINANCIAL LLC	12.49K	Jun 30, 26	--	0.06%
D.A. DAVIDSON & CO.	10.87K	Jun 30, 26	+115	0.05%
RITHOLTZ WEALTH MANAGEMENT	10.07K	Jun 30, 26	--	0.05%
Hickory Point Bank & Trust	9.99K	Jun 30, 26	-1.68K	0.05%
XML Financial, LLC	9.81K	Jun 30, 26	+616	0.05%
PFG Investments, LLC	9.77K	Jun 30, 26	+2.00K	0.05%
NewEdge Advisors, LLC	9.43K	Jun 30, 26	-336	0.05%
CENTAURUS FINANCIAL, INC.	9.41K	Jun 30, 26	--	0.05%
Pathstone Holdings, LLC	9.22K	Jun 30, 26	--	0.05%
Integrated Wealth Concepts LLC	9.14K	Jun 30, 26	+1.48K	0.05%
MAI Capital Management	9.10K	Jun 30, 26	-480	0.05%
Argentarii, LLC	9.07K	Jun 30, 26	--	0.05%
CHOREO, LLC	8.93K	Jun 30, 26	+3.37K	0.04%
FIFTH THIRD BANCORP	8.78K	Jun 30, 26	-8	0.04%
CITADEL ADVISORS LLC	8.25K	Jun 30, 26	+8.25K	0.04%
Creative Planning	7.66K	Jun 30, 26	-2.19K	0.04%
Concorde Asset Management, LLC	7.25K	Jun 30, 26	-40	0.04%
HUNTINGTON NATIONAL BANK	7.00K	Jun 30, 26	+7.00K	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	6.69K	Jun 30, 26	+401	0.03%
Chicago Partners Investment Group LLC	6.62K	Jun 30, 26	--	0.03%
Cetera Investment Advisers	6.56K	Jun 30, 26	-13.23K	0.03%
LexAurum Advisors, LLC	6.36K	Jun 30, 26	--	0.03%
Janney Montgomery Scott LLC	5.58K	Jun 30, 26	+71	0.03%
COMMONWEALTH EQUITY SERVICES, LLC	5.46K	Jun 30, 26	+148	0.03%
BENJAMIN EDWARDS INC	5.39K	Jun 30, 26	+130	0.03%
CAPTRUST FINANCIAL ADVISORS	5.28K	Jun 30, 26	+71	0.03%
GOLDMAN SACHS GROUP INC	4.91K	Jun 30, 26	-2.05K	0.02%
CI Private Wealth, LLC	4.82K	Jun 30, 26	+4.82K	0.02%
NWF Advisory Services Inc.	4.75K	Jun 30, 26	-300	0.02%
Private Advisor Group, LLC	4.69K	Jun 30, 26	+472	0.02%
Peregrine Asset Advisers, Inc.	4.67K	Jun 30, 26	--	0.02%
Merit Financial Group, LLC	4.64K	Jun 30, 26	-1.41K	0.02%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	4.53K	Jun 30, 26	+4.53K	0.02%
Bryn Mawr Capital Management, LLC	4.42K	Jun 30, 26	+88	0.02%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	4.32K	Jun 30, 26	+328	0.02%
PRIVATE TRUST CO NA	4.31K	Jun 30, 26	--	0.02%
Arlington Capital Management, Inc.	4.09K	Jun 30, 26	+4.09K	0.02%
Register Financial Advisors LLC	4.02K	Jun 30, 26	--	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.93K	Jun 30, 26	-260	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	2.70K	Jun 30, 26	+200	0.01%
HARBOR INVESTMENT ADVISORY, LLC	1.88K	Jun 30, 26	--	0.01%
NBC SECURITIES, INC.	1.72K	Jun 30, 26	--	0.01%
Activest Wealth Management	1.47K	Jun 30, 26	-325	0.01%
Noble Wealth Management PBC	1.33K	Jun 30, 26	--	0.01%
Institute for Wealth Management, LLC.	1.12K	Jun 30, 26	+1.12K	0.01%
Strategic Investment Solutions, Inc. /IL	854	Jun 30, 26	--	0.00%
FIRST COMMUNITY TRUST NA	772	Jun 30, 26	--	0.00%
THOMPSON INVESTMENT MANAGEMENT, INC.	668	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	665	Jun 30, 26	-200	0.00%
Allworth Financial LP	600	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	582	Jun 30, 26	-47	0.00%
Farther Finance Advisors, LLC	403	Jun 30, 26	-6	0.00%
CX Institutional	372	Jun 30, 26	+8	0.00%
CULLEN/FROST BANKERS, INC.	355	Jun 30, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	338	Jun 30, 26	+228	0.00%
SOA Wealth Advisors, LLC.	240	Jun 30, 26	+5	0.00%
Piscataqua Savings Bank	238	Jun 30, 26	--	0.00%
Avion Wealth	222	Jun 30, 26	--	0.00%
West Branch Capital LLC	212	Jun 30, 26	+4	0.00%
Global Retirement Partners, LLC	167	Jun 30, 26	+167	0.00%
EVERMAY WEALTH MANAGEMENT LLC	155	Jun 30, 26	+155	0.00%
Plante Moran Financial Advisors, LLC	150	Jun 30, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	102	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	76	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	67	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	64	Jun 30, 26	--	0.00%
Papamarkou Wellner Asset Management inc.	--	Jun 30, 26	-4.80K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-6.32K	--
ENVESTNET ASSET MANAGEMENT INC	--	Jun 30, 26	-11.36K	--
MGO ONE SEVEN LLC	--	Jun 30, 26	-3.94K	--
Advisory Services Network, LLC	--	Jun 30, 26	-548	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-6.40K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-509	--
Beacon Pointe Advisors, LLC	--	Jun 30, 26	-4.92K	--
CoreCap Advisors, LLC	--	Jun 30, 26	-1.61K	--
Snowden Capital Advisors LLC	--	Jun 30, 26	-4.29K	--
MERCER GLOBAL ADVISORS INC /ADV	--	Jun 30, 26	-3.85K	--
Virtu Financial LLC	--	Jun 30, 26	-6.61K	--
Eagle Bay Advisors LLC	--	Jun 30, 26	-4.08K	--
Sunbelt Securities, Inc.	5.16K	Mar 31, 26	--	0.03%
CWM, LLC	1.06K	Mar 31, 26	+1.04K	0.01%
COMERICA BANK	8.85K	Dec 31, 25	-7	0.04%
CIBC Private Wealth Group, LLC	17	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-50	--
WETHERBY ASSET MANAGEMENT INC	4.54K	Sep 30, 25	-3.81K	0.02%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-5.22K	--
CAROLINAS WEALTH CONSULTING LLC	230	Mar 31, 25	--	0.00%
Schechter Investment Advisors, LLC	--	Mar 31, 25	-8.90K	--
Sanctuary Wealth Management, L.L.C.	13	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	612.49K	Sep 30, 24	+276.57K	3.06%
RAYMOND JAMES & ASSOCIATES	23.51K	Sep 30, 24	+23.51K	0.12%
M&R CAPITAL MANAGEMENT INC	24	Sep 30, 24	--	0.00%
Gratus Capital LLC	8.80K	Jun 30, 24	+8.80K	0.04%
Cetera Advisor Networks LLC	9.87K	Mar 31, 24	-25	0.05%
ADVISOR PARTNERS II, LLC	9.20K	Sep 30, 23	--	0.05%
PATHSTONE FAMILY OFFICE, LLC	--	Sep 30, 23	-9.20K	--
Laurel Wealth Advisors, Inc.	12.06K	Dec 31, 22	--	0.06%
Covington Capital Management	13.04K	Sep 30, 22	--	0.07%
Hightower 6M Holding, LLC	9.21K	Sep 30, 22	-1.00K	0.05%
ADVISOR PARTNERS LLC	9.20K	Jun 30, 22	+9.20K	0.05%
6 Meridian	35.75K	Dec 31, 21	-3.46K	0.18%
CORNERSTONE ADVISORS INC	--	Dec 31, 21	--	--
BBVA USA	--	Sep 30, 21	-500	--

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Holder

Date

Change

% Held

MORGAN STANLEY

1.33M

Jun 30, 26

-4.65K

6.63%

EP Wealth Advisors, LLC

297.46K

Jun 30, 26

-6.30K

1.49%

ROYAL BANK OF CANADA

276.25K

Jun 30, 26

+5.81K

1.38%

WELLS FARGO & COMPANY/MN

239.79K

Jun 30, 26

+14.09K

1.20%

Advisors Asset Management, Inc.

218.81K

Jun 30, 26

-26.02K

1.09%

BANK OF AMERICA CORP /DE/

195.04K

Jun 30, 26

-18.22K

0.97%

Penserra Capital Management LLC

184.91K

Jun 30, 26

+7.03K

0.92%

Saba Capital Management, L.P.

126.11K

Jun 30, 26

+126.11K

0.63%

STIFEL FINANCIAL CORP

122.95K

Jun 30, 26

-3.42K

0.61%

Steward Partners Investment Advisory, LLC

111.11K

Jun 30, 26

+84

0.56%

SIT INVESTMENT ASSOCIATES INC

87.28K

Jun 30, 26

-447.02K

0.44%

ADVISOR GROUP HOLDINGS, INC.

85.58K

Jun 30, 26

+21.29K

0.43%

AMERIPRISE FINANCIAL INC

84.86K

Jun 30, 26

+3.14K

0.42%

UBS Group AG

83.12K

Jun 30, 26

-5.64K

0.42%

Edgemoor Investment Advisors, Inc.

77.33K

Jun 30, 26

-409

0.39%

Thomas J. Herzfeld Advisors, Inc.

73.13K

Jun 30, 26

+14.11K

0.37%

RAYMOND JAMES FINANCIAL INC

68.33K

Jun 30, 26

+11.87K

0.34%

Oxbow Advisors, LLC

58.48K

Jun 30, 26

0.29%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

48.72K

Jun 30, 26

+921

0.24%

TERRIL BROTHERS, INC.

44.88K

Jun 30, 26

-1.18K

0.22%

LPL Financial LLC

43.02K

Jun 30, 26

-2.90K

0.21%

Kingsview Wealth Management, LLC

39.56K

Jun 30, 26

+49

0.20%

Rockefeller Capital Management L.P.

39.51K

Jun 30, 26

0.20%

WOLVERINE ASSET MANAGEMENT LLC

33.44K

Jun 30, 26

+33.44K

0.17%

Waterloo Capital, L.P.

29.15K

Jun 30, 26

+29.15K

0.15%

Sculptor Capital LP

27.50K

Jun 30, 26

+27.50K

0.14%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

26.73K

Jun 30, 26

-100

0.13%

Quantedge Capital Pte Ltd

24.20K

Jun 30, 26

+24.20K

0.12%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

22.96K

Jun 30, 26

-92

0.11%

IFP Advisors, Inc

21.04K

Jun 30, 26

-752

0.11%

HOLLENCREST CAPITAL MANAGEMENT

19.29K

Jun 30, 26

0.10%

CAPSTONE INVESTMENT ADVISORS, LLC

19.07K

Jun 30, 26

0.10%

NOMURA HOLDINGS INC

19.01K

Jun 30, 26

0.09%

M&T BANK CORP

18.91K

Jun 30, 26

0.09%

STEPHENS INC /AR/

18.01K

Jun 30, 26

+21

0.09%

Calamos Advisors LLC

17.46K

Jun 30, 26

+1.16K

0.09%

KINGSWOOD WEALTH ADVISORS, LLC

14.99K

Jun 30, 26

0.07%

Cambridge Investment Research Advisors, Inc.

14.73K

Jun 30, 26

+5.46K

0.07%

HighTower Advisors, LLC

14.71K

Jun 30, 26

+4.14K

0.07%

Invesco Ltd.

14.29K

Jun 30, 26

-10.36K

0.07%

OPPENHEIMER & CO INC

14.27K

Jun 30, 26

+5.51K

0.07%

Icon Wealth Advisors, LLC

14.24K

Jun 30, 26

+26

0.07%

Future Financial Wealth Managment LLC

13.71K

Jun 30, 26

-1.72K

0.07%

JPMORGAN CHASE & CO

13.16K

Jun 30, 26

-15

0.07%

XTX Topco Ltd

13.05K

Jun 30, 26

+13.05K

0.07%

CARY STREET PARTNERS FINANCIAL LLC

12.49K

Jun 30, 26

0.06%

D.A. DAVIDSON & CO.

10.87K

Jun 30, 26

+115

0.05%

RITHOLTZ WEALTH MANAGEMENT

10.07K

Jun 30, 26

0.05%

Hickory Point Bank & Trust

9.99K

Jun 30, 26

-1.68K

0.05%

XML Financial, LLC

9.81K

Jun 30, 26

+616

0.05%

PFG Investments, LLC

9.77K

Jun 30, 26

+2.00K

0.05%

NewEdge Advisors, LLC

9.43K

Jun 30, 26

-336

0.05%

CENTAURUS FINANCIAL, INC.

9.41K

Jun 30, 26

0.05%

Pathstone Holdings, LLC

9.22K

Jun 30, 26

0.05%

Integrated Wealth Concepts LLC

9.14K

Jun 30, 26

+1.48K

0.05%

MAI Capital Management

9.10K

Jun 30, 26

-480

0.05%

Argentarii, LLC

9.07K

Jun 30, 26

0.05%

CHOREO, LLC

8.93K

Jun 30, 26

+3.37K

0.04%

FIFTH THIRD BANCORP

8.78K

Jun 30, 26

-8

0.04%

CITADEL ADVISORS LLC

8.25K

Jun 30, 26

+8.25K

0.04%

Creative Planning

7.66K

Jun 30, 26

-2.19K

0.04%

Concorde Asset Management, LLC

7.25K

Jun 30, 26

-40

0.04%

HUNTINGTON NATIONAL BANK

7.00K

Jun 30, 26

+7.00K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

6.69K

Jun 30, 26

+401

0.03%

Chicago Partners Investment Group LLC

6.62K

Jun 30, 26

0.03%

Cetera Investment Advisers

6.56K

Jun 30, 26

-13.23K

0.03%

LexAurum Advisors, LLC

6.36K

Jun 30, 26

0.03%

Janney Montgomery Scott LLC

5.58K

Jun 30, 26

+71

0.03%

COMMONWEALTH EQUITY SERVICES, LLC

5.46K

Jun 30, 26

+148

0.03%

BENJAMIN EDWARDS INC

5.39K

Jun 30, 26

+130

0.03%

CAPTRUST FINANCIAL ADVISORS

5.28K

Jun 30, 26

+71

0.03%

GOLDMAN SACHS GROUP INC

4.91K

Jun 30, 26

-2.05K

0.02%

CI Private Wealth, LLC

4.82K

Jun 30, 26

+4.82K

0.02%

NWF Advisory Services Inc.

4.75K

Jun 30, 26

-300

0.02%

Private Advisor Group, LLC

4.69K

Jun 30, 26

+472

0.02%

Peregrine Asset Advisers, Inc.

4.67K

Jun 30, 26

0.02%

Merit Financial Group, LLC

4.64K

Jun 30, 26

-1.41K

0.02%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

4.53K

Jun 30, 26

+4.53K

0.02%

Bryn Mawr Capital Management, LLC

4.42K

Jun 30, 26

+88

0.02%

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

4.32K

Jun 30, 26

+328

0.02%

PRIVATE TRUST CO NA

4.31K

Jun 30, 26

0.02%

Arlington Capital Management, Inc.

4.09K

Jun 30, 26

+4.09K

0.02%

4.02K

Jun 30, 26

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.93K

Jun 30, 26

-260

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

2.70K

Jun 30, 26

+200

0.01%

HARBOR INVESTMENT ADVISORY, LLC

1.88K

Jun 30, 26

0.01%

NBC SECURITIES, INC.

1.72K

Jun 30, 26

0.01%

Activest Wealth Management

1.47K

Jun 30, 26

-325

0.01%

Noble Wealth Management PBC

1.33K

Jun 30, 26

0.01%

Institute for Wealth Management, LLC.

1.12K

Jun 30, 26

+1.12K

0.01%

Strategic Investment Solutions, Inc. /IL

854

Jun 30, 26

0.00%

FIRST COMMUNITY TRUST NA

772

Jun 30, 26

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

668

Jun 30, 26

0.00%

Bogart Wealth, LLC

665

Jun 30, 26

-200

0.00%

Allworth Financial LP

600

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

582

Jun 30, 26

-47

0.00%

Farther Finance Advisors, LLC

403

Jun 30, 26

-6

0.00%

CX Institutional

372

Jun 30, 26

0.00%

CULLEN/FROST BANKERS, INC.

355

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

338

Jun 30, 26

+228

0.00%

SOA Wealth Advisors, LLC.

240

Jun 30, 26

0.00%

Piscataqua Savings Bank

238

Jun 30, 26

0.00%

Avion Wealth

222

Jun 30, 26

0.00%

West Branch Capital LLC

212

Jun 30, 26

0.00%

Global Retirement Partners, LLC

167

Jun 30, 26

+167

0.00%

EVERMAY WEALTH MANAGEMENT LLC

155

Jun 30, 26

+155

0.00%

Plante Moran Financial Advisors, LLC

150

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

102

Jun 30, 26

0.00%

Colonial Trust Co / SC

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

Jun 30, 26

0.00%

Papamarkou Wellner Asset Management inc.

Jun 30, 26

-4.80K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-6.32K

ENVESTNET ASSET MANAGEMENT INC

Jun 30, 26

-11.36K

MGO ONE SEVEN LLC

Jun 30, 26

-3.94K

Advisory Services Network, LLC

Jun 30, 26

-548

JANE STREET GROUP, LLC

Jun 30, 26

-6.40K

Sound Income Strategies, LLC

Jun 30, 26

-509

Beacon Pointe Advisors, LLC

Jun 30, 26

-4.92K

CoreCap Advisors, LLC

Jun 30, 26

-1.61K

Snowden Capital Advisors LLC

Jun 30, 26

-4.29K

MERCER GLOBAL ADVISORS INC /ADV

Jun 30, 26

-3.85K

Virtu Financial LLC

Jun 30, 26

-6.61K

Eagle Bay Advisors LLC

Jun 30, 26

-4.08K

Sunbelt Securities, Inc.

5.16K

Mar 31, 26

0.03%

CWM, LLC

1.06K

Mar 31, 26

+1.04K

0.01%

COMERICA BANK

8.85K

Dec 31, 25

-7

0.04%

CIBC Private Wealth Group, LLC

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-50

WETHERBY ASSET MANAGEMENT INC

4.54K

Sep 30, 25

-3.81K

0.02%

Atria Wealth Solutions, Inc.

Jun 30, 25

-5.22K

CAROLINAS WEALTH CONSULTING LLC

230

Mar 31, 25

0.00%

Schechter Investment Advisors, LLC

Mar 31, 25

-8.90K

Sanctuary Wealth Management, L.L.C.

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

612.49K

Sep 30, 24

+276.57K

3.06%

RAYMOND JAMES & ASSOCIATES

23.51K

Sep 30, 24

+23.51K

0.12%

M&R CAPITAL MANAGEMENT INC

Sep 30, 24

0.00%

Gratus Capital LLC

8.80K

Jun 30, 24

+8.80K

0.04%

Cetera Advisor Networks LLC

9.87K

Mar 31, 24

-25

0.05%

ADVISOR PARTNERS II, LLC

9.20K

Sep 30, 23

0.05%

PATHSTONE FAMILY OFFICE, LLC

Sep 30, 23

-9.20K

Laurel Wealth Advisors, Inc.

12.06K

Dec 31, 22

0.06%

Covington Capital Management

13.04K

Sep 30, 22

0.07%

Hightower 6M Holding, LLC

9.21K

Sep 30, 22

-1.00K

0.05%

ADVISOR PARTNERS LLC

9.20K

Jun 30, 22

+9.20K

0.05%

6 Meridian

35.75K

Dec 31, 21

-3.46K

0.18%

CORNERSTONE ADVISORS INC

Dec 31, 21

BBVA USA

Sep 30, 21

-500