HoldingsChannel.com
| Filer | 3/31/2023 Share Count | 6/30/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing MMP Share Count | ||||
| Susquehanna International Group LLP | 16,651 | 731,365 | +714,714 | +4292.32% |
| Calamos Advisors LLC | 49,660 | 738,660 | +689,000 | +1387.43% |
| Jane Street Group LLC | 38,632 | 362,445 | +323,813 | +838.20% |
| Citigroup Inc. | 237,581 | 1,933,976 | +1,696,395 | +714.03% |
| Newbridge Financial Services Group Inc. | 92 | 643 | +551 | +598.91% |
| Tower Research Capital LLC TRC | 2,294 | 12,323 | +10,029 | +437.18% |
| Sunbelt Securities Inc. | 305 | 1,605 | +1,300 | +426.23% |
| Farmers & Merchants Investments Inc. | 535 | 2,053 | +1,518 | +283.74% |
| Golden State Equity Partners | 3,994 | 13,135 | +9,141 | +228.87% |
| Founders Capital Management | 1,550 | 5,016 | +3,466 | +223.61% |
| DAVENPORT & Co LLC | 30,283 | 95,615 | +65,332 | +215.74% |
| JPMorgan Chase & Co. | 1,632,875 | 5,033,800 | +3,400,925 | +208.28% |
| GraniteShares Advisors LLC | 8,648 | 23,399 | +14,751 | +170.57% |
| Geneos Wealth Management Inc. | 2,920 | 7,207 | +4,287 | +146.82% |
| Asset Dedication LLC | 160 | 332 | +172 | +107.50% |
| FMR LLC | 88,991 | 159,483 | +70,492 | +79.21% |
| Jennison Associates LLC | 314,085 | 551,942 | +237,857 | +75.73% |
| Morgan Stanley | 4,198,218 | 6,927,558 | +2,729,340 | +65.01% |
| Ridgewood Investments LLC | 290 | 428 | +138 | +47.59% |
| SILVER OAK SECURITIES Inc | 4,503 | 6,513 | +2,010 | +44.64% |
| Lido Advisors LLC | 4,602 | 6,643 | +2,041 | +44.35% |
| Nuveen Asset Management LLC | 27,166 | 39,112 | +11,946 | +43.97% |
| Blackstone Group Inc | 4,105,848 | 5,864,051 | +1,758,203 | +42.82% |
| CI Private Wealth LLC | 73,055 | 99,882 | +26,827 | +36.72% |
| Caldwell Sutter Capital Inc. | 5,720 | 7,535 | +1,815 | +31.73% |
| Buckingham Strategic Wealth LLC | 13,783 | 18,153 | +4,370 | +31.71% |
| Tortoise Capital Advisors L.L.C. | 3,564,631 | 4,674,314 | +1,109,683 | +31.13% |
| ProShare Advisors LLC | 19,446 | 25,167 | +5,721 | +29.42% |
| Ameriprise Financial Inc. | 34,749 | 44,165 | +9,416 | +27.10% |
| UBS Group AG | 3,136,047 | 3,927,982 | +791,935 | +25.25% |
| CIBC Private Wealth Group LLC | 1,505,215 | 1,840,055 | +334,840 | +22.25% |
| Adviser Investments LLC | 4,010 | 4,870 | +860 | +21.45% |
| Captrust Financial Advisors | 135,244 | 159,735 | +24,491 | +18.11% |
| InterOcean Capital Group LLC | 45,314 | 52,888 | +7,574 | +16.71% |
| Institutional & Family Asset Management LLC | 22,669 | 26,100 | +3,431 | +15.14% |
| Wealth Alliance Advisory Group LLC | 5,311 | 6,076 | +765 | +14.40% |
| Goldman Sachs Group Inc. | 6,204,328 | 7,049,501 | +845,173 | +13.62% |
| Van ECK Associates Corp | 21,963 | 24,675 | +2,712 | +12.35% |
| Mutual Advisors LLC | 9,911 | 11,129 | +1,218 | +12.29% |
| Verity & Verity LLC | 27,209 | 29,904 | +2,695 | +9.90% |
| Franklin Resources Inc. | 40,010 | 43,510 | +3,500 | +8.75% |
| Lee Financial Co | 5,826 | 6,268 | +442 | +7.59% |
| Wealth Alliance | 7,126 | 7,662 | +536 | +7.52% |
| Recurrent Investment Advisors LLC | 242,431 | 260,531 | +18,100 | +7.47% |
| Oppenheimer & Co. Inc. | 10,351 | 11,113 | +762 | +7.36% |
| Retirement Investment Advisors Inc. | 4,936 | 5,296 | +360 | +7.29% |
| Diversified Trust Co | 12,921 | 13,631 | +710 | +5.49% |
| Global Retirement Partners LLC | 6,667 | 7,002 | +335 | +5.02% |
| Sontag Advisory LLC | 50,650 | 52,652 | +2,002 | +3.95% |
| SL Advisors LLC | 21,826 | 22,675 | +849 | +3.89% |
| Tectonic Advisors LLC | 71,788 | 74,367 | +2,579 | +3.59% |
| Prospera Financial Services Inc | 22,912 | 23,649 | +737 | +3.22% |
| Ronald Blue Trust Inc. | 2,637 | 2,717 | +80 | +3.03% |
| Capital Advisors Ltd. LLC | 5,433 | 5,593 | +160 | +2.94% |
| Insight Folios Inc | 132,053 | 135,777 | +3,724 | +2.82% |
| RFP Financial Group LLC | 73 | 75 | +2 | +2.74% |
| Hutner Capital Management Inc. | 16,951 | 17,411 | +460 | +2.71% |
| Lincoln National Corp | 9,436 | 9,665 | +229 | +2.43% |
| Advisors Asset Management Inc. | 48,388 | 49,546 | +1,158 | +2.39% |
| SageView Advisory Group LLC | 8,064 | 8,254 | +190 | +2.36% |
| Creative Planning | 89,891 | 91,879 | +1,988 | +2.21% |
| New Millennium Group LLC | 137 | 140 | +3 | +2.19% |
| Venturi Wealth Management LLC | 47 | 48 | +1 | +2.13% |
| Hazlett Burt & Watson Inc. | 102 | 104 | +2 | +1.96% |
| Brighton Jones LLC | 6,093 | 6,209 | +116 | +1.90% |
| Geode Capital Management LLC | 8,290 | 8,435 | +145 | +1.75% |
| Coastal Capital Group Inc. | 828 | 842 | +14 | +1.69% |
| Maryland State Retirement & Pension System | 209,928 | 213,451 | +3,523 | +1.68% |
| Investment Management Associates Inc. ADV | 136,448 | 138,686 | +2,238 | +1.64% |
| Bollard Group LLC | 814,893 | 827,870 | +12,977 | +1.59% |
| Castleview Partners LLC | 136 | 138 | +2 | +1.47% |
| AdvisorNet Financial Inc | 491 | 498 | +7 | +1.43% |
| D.A. Davidson & CO. | 60,505 | 61,313 | +808 | +1.34% |
| Country Club Bank GFN | 3,756 | 3,806 | +50 | +1.33% |
| Bogart Wealth LLC | 5,369 | 5,440 | +71 | +1.32% |
| Stratos Wealth Partners LTD. | 5,548 | 5,613 | +65 | +1.17% |
| First Horizon Advisors Inc. | 11,128 | 11,246 | +118 | +1.06% |
| Cadent Capital Advisors LLC | 25,773 | 26,036 | +263 | +1.02% |
| SG Americas Securities LLC | 33,955 | 34,294 | +339 | +1.00% |
| Grey Street Capital LLC | 21,918 | 22,128 | +210 | +0.96% |
| Freestone Capital Holdings LLC | 3,988 | 4,023 | +35 | +0.88% |
| Magnolia Capital Management Ltd. | 21,156 | 21,341 | +185 | +0.87% |
| Level Four Advisory Services LLC | 7,494 | 7,557 | +63 | +0.84% |
| Benjamin F. Edwards & Company Inc. | 768 | 774 | +6 | +0.78% |
| Oxford Financial Group Ltd. | 4,315 | 4,338 | +23 | +0.53% |
| SignalPoint Asset Management LLC | 8,061 | 8,098 | +37 | +0.46% |
| Charles Schwab Investment Management Inc. | 103,220 | 103,686 | +466 | +0.45% |
| Huntington National Bank | 21,131 | 21,211 | +80 | +0.38% |
| Evanson Asset Management LLC | 4,305 | 4,319 | +14 | +0.33% |
| WP Advisors LLC | 137,471 | 137,877 | +406 | +0.30% |
| Whittier Trust Co. | 1,709 | 1,714 | +5 | +0.29% |
| MONECO Advisors LLC | 4,536 | 4,548 | +12 | +0.26% |
| Pring Turner Capital Group Inc. | 5,909 | 5,922 | +13 | +0.22% |
| Levy Wealth Management Group LLC | 4,498 | 4,504 | +6 | +0.13% |
| Cetera Advisors LLC | 13,202 | 13,216 | +14 | +0.11% |
| BOS Asset Management LLC | 5,818 | 5,824 | +6 | +0.10% |
| Pathstone Family Office LLC | 29,676 | 29,701 | +25 | +0.08% |
| Pinnacle Associates Ltd. | 22,354 | 22,369 | +15 | +0.07% |
| Gilman Hill Asset Management LLC | 116,210 | 116,290 | +80 | +0.07% |
| Red Door Wealth Management LLC | 19,950 | 19,963 | +13 | +0.07% |
| V Wealth Advisors LLC | 10,637 | 10,641 | +4 | +0.04% |
| Stratos Wealth Advisors LLC | 4,446 | 4,447 | +1 | +0.02% |
| 13F Filers Reporting New Positions In MMP | ||||
| Cowen AND Company LLC | 0 | 725,000 | +725,000 | +100% |
| ST Germain D J Co. Inc. | 0 | 5,200 | +5,200 | +100% |
| State of Wisconsin Investment Board | 0 | 112,200 | +112,200 | +100% |
| Bank of Montreal Can | 0 | 30,261 | +30,261 | +100% |
| Hartline Investment Corp | 0 | 3,449 | +3,449 | +100% |
| Prio Wealth Limited Partnership | 0 | 3,420 | +3,420 | +100% |
| ING Groep NV | 0 | 650,000 | +650,000 | +100% |
| Sanders Morris Harris LLC | 0 | 5,550 | +5,550 | +100% |
| Gabelli Funds LLC | 0 | 40,500 | +40,500 | +100% |
| CSS LLC IL | 0 | 13,747 | +13,747 | +100% |
| Dupont Capital Management Corp | 0 | 127,000 | +127,000 | +100% |
| New York Life Investment Management LLC | 0 | 302,624 | +302,624 | +100% |
| Water Island Capital LLC | 0 | 210,360 | +210,360 | +100% |
| Guggenheim Capital LLC | 0 | 7,366 | +7,366 | +100% |
| Cohen & Steers Inc. | 0 | 28,172 | +28,172 | +100% |
| CoreCommodity Management LLC | 0 | 2,097 | +2,097 | +100% |
| Sabal Trust CO | 0 | 5,004 | +5,004 | +100% |
| Equitable Holdings Inc. | 0 | 3,261 | +3,261 | +100% |
| HighVista Strategies LLC | 0 | 55,927 | +55,927 | +100% |
| Weiss Multi Strategy Advisers LLC | 0 | 52,298 | +52,298 | +100% |
| Moore Capital Management LP | 0 | 20,000 | +20,000 | +100% |
| Two Sigma Securities LLC | 0 | 7,658 | +7,658 | +100% |
| IMA Wealth Inc. | 0 | 173 | +173 | +100% |
| Exchange Traded Concepts LLC | 0 | 190,234 | +190,234 | +100% |
| Highland Capital Management Fund Advisors L.P. | 0 | 457,262 | +457,262 | +100% |
| HRT Financial LP | 0 | 1,126,204 | +1,126,204 | +100% |
| Savant Capital LLC | 0 | 14,015 | +14,015 | +100% |
| Westchester Capital Management LLC | 0 | 1,183,980 | +1,183,980 | +100% |
| Clear Street Markets LLC | 0 | 1,521 | +1,521 | +100% |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | 53,622 | +53,622 | +100% |
| Modera Wealth Management LLC | 0 | 5,791 | +5,791 | +100% |
| Kellner Capital LLC | 0 | 21,600 | +21,600 | +100% |
| Headlands Technologies LLC | 0 | 369 | +369 | +100% |
| Sequoia Financial Advisors LLC | 0 | 20,758 | +20,758 | +100% |
| Stanley Laman Group Ltd. | 0 | 4,219 | +4,219 | +100% |
| Vivaldi Asset Management LLC | 0 | 252,525 | +252,525 | +100% |
| Fort L.P. | 0 | 3,986 | +3,986 | +100% |
| Prostatis Group LLC | 0 | 46,241 | +46,241 | +100% |
| Integrated Advisors Network LLC | 0 | 3,343 | +3,343 | +100% |
| RSM US Wealth Management LLC | 0 | 3,277 | +3,277 | +100% |
| Sterling Investment Advisors Ltd. | 0 | 3,250 | +3,250 | +100% |
| Murphy Middleton Hinkle & Parker Inc. | 0 | 3,215 | +3,215 | +100% |
| O Dell Group LLC | 0 | 750 | +750 | +100% |
| Beacon Pointe Advisors LLC | 0 | 86,185 | +86,185 | +100% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 0 | 3,628 | +3,628 | +100% |
| Selective Wealth Management Inc. | 0 | 5,925 | +5,925 | +100% |
| Walleye Capital LLC | 0 | 4,421 | +4,421 | +100% |
| Cresset Asset Management LLC | 0 | 3,512 | +3,512 | +100% |
| Actinver Wealth Management Inc. | 0 | 4,199 | +4,199 | +100% |
| Coastal Investment Advisors Inc. | 0 | 1,963 | +1,963 | +100% |
| CFM Wealth Partners LLC | 0 | 31,223 | +31,223 | +100% |
| CVA Family Office LLC | 0 | 200 | +200 | +100% |
| Mattern Capital Management LLC | 0 | 3,499 | +3,499 | +100% |
| Resonant Capital Advisors LLC | 0 | 4,000 | +4,000 | +100% |
| Aspen Grove Capital LLC | 0 | 8,026 | +8,026 | +100% |
| Spotlight Asset Group Inc. | 0 | 94 | +94 | +100% |
| International Assets Investment Management LLC | 0 | 234,040 | +234,040 | +100% |
| Platform Technology Partners | 0 | 3,159 | +3,159 | +100% |
| Coppell Advisory Solutions LLC | 0 | 160 | +160 | +100% |
| Fifth Lane Capital LP | 0 | 47,200 | +47,200 | +100% |
| Royal Capital Wealth Management LLC | 0 | 3,442 | +3,442 | +100% |
| Southern Capital Advisors LLC | 0 | 3,301 | +3,301 | +100% |
| TCM Advisors LLC | 0 | 400 | +400 | +100% |
| Forum Financial Management LP | 0 | 3,324 | +3,324 | +100% |
| Tyler Stone Wealth Management | 0 | 300 | +300 | +100% |
| FirstPurpose Wealth LLC | 0 | 3,600 | +3,600 | +100% |
| WealthPlan Investment Management LLC | 0 | 6,007 | +6,007 | +100% |
| FourThought Financial Partners LLC | 0 | 5,002 | +5,002 | +100% |
| Gray Wealth Management Inc. | 0 | 3,490 | +3,490 | +100% |
| Mendota Financial Group LLC | 0 | 95 | +95 | +100% |
| ORG Partners LLC | 0 | 3,932 | +3,932 | +100% |
| Cherry Tree Wealth Management LLC | 0 | 2,280 | +2,280 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| BOKF NA | 99,176 | 99,176 | UNCH | 0.00% |
| Brown Brothers Harriman & Co. | 3,519 | 3,519 | UNCH | 0.00% |
| Fiduciary Trust Co. | 6,972 | 6,972 | UNCH | 0.00% |
| Fifth Third Bancorp | 6,075 | 6,075 | UNCH | 0.00% |
| Vanguard Group Inc. | 10,234 | 10,234 | UNCH | 0.00% |
| Welch & Forbes LLC | 5,360 | 5,360 | UNCH | 0.00% |
| Glenmede Trust Co. NA | 177,635 | 177,635 | UNCH | 0.00% |
| Searle & CO. | 25,520 | 25,520 | UNCH | 0.00% |
| First Financialcorp IN | 1,000 | 1,000 | UNCH | 0.00% |
| Laird Norton Trust Company LLC | 5,124 | 5,124 | UNCH | 0.00% |
| Proequities Inc. | 757 | 757 | UNCH | 0.00% |
| South State CORP. | 785 | 785 | UNCH | 0.00% |
| Howe & Rusling Inc. | 7,200 | 7,200 | UNCH | 0.00% |
| Anderson Hoagland & Co. | 9,264 | 9,264 | UNCH | 0.00% |
| Conning Inc. | 4,859 | 4,859 | UNCH | 0.00% |
| Harbour Investments Inc. | 1,706 | 1,706 | UNCH | 0.00% |
| Creative Financial Designs Inc. ADV | 1,280 | 1,280 | UNCH | 0.00% |
| Advisors Management Group Inc. ADV | 3,991 | 3,991 | UNCH | 0.00% |
| Haverford Trust Co. | 6,650 | 6,650 | UNCH | 0.00% |
| Delta Asset Management LLC TN | 125 | 125 | UNCH | 0.00% |
| Trustmark National Bank Trust Department | 4,500 | 4,500 | UNCH | 0.00% |
| Griffin Asset Management Inc. | 5,000 | 5,000 | UNCH | 0.00% |
| Tocqueville Asset Management L.P. | 19,300 | 19,300 | UNCH | 0.00% |
| Godsey & Gibb Associates | 1,700 | 1,700 | UNCH | 0.00% |
| Davis R M Inc. | 5,536 | 5,536 | UNCH | 0.00% |
| Cascade Investment Group Inc. | 8,900 | 8,900 | UNCH | 0.00% |
| HM Payson & Co. | 6,022 | 6,022 | UNCH | 0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 2,600 | 2,600 | UNCH | 0.00% |
| DF Dent & Co. Inc. | 8,876 | 8,876 | UNCH | 0.00% |
| Fayez Sarofim & Co | 4,776 | 4,776 | UNCH | 0.00% |
| Moody Lynn & Lieberson LLC | 4,444 | 4,444 | UNCH | 0.00% |
| Financial Counselors Inc. | 11,603 | 11,603 | UNCH | 0.00% |
| Bridges Investment Management Inc. | 4,750 | 4,750 | UNCH | 0.00% |
| Wilbanks Smith & Thomas Asset Management LLC | 4,501 | 4,501 | UNCH | 0.00% |
| Osterweis Capital Management Inc. | 4,000 | 4,000 | UNCH | 0.00% |
| Excalibur Management Corp | 4,000 | 4,000 | UNCH | 0.00% |
| Arcadia Investment Management Corp MI | 1,264 | 1,264 | UNCH | 0.00% |
| Smithfield Trust Co. | 2,021 | 2,021 | UNCH | 0.00% |
| Baldwin Brothers Inc. MA | 57,610 | 57,610 | UNCH | 0.00% |
| Soros Fund Management LLC | 81,700 | 81,700 | UNCH | 0.00% |
| Clifford Swan Investment Counsel LLC | 26,744 | 26,744 | UNCH | 0.00% |
| American Financial Group Inc. | 16,000 | 16,000 | UNCH | 0.00% |
| Boston Financial Mangement LLC | 8,215 | 8,215 | UNCH | 0.00% |
| Bessemer Group Inc. | 14,567 | 14,567 | UNCH | 0.00% |
| Albion Financial Group UT | 7,980 | 7,980 | UNCH | 0.00% |
| M&R Capital Management Inc. | 2,925 | 2,925 | UNCH | 0.00% |
| Evermay Wealth Management LLC | 5,912 | 5,912 | UNCH | 0.00% |
| Cambridge Trust Co. | 5,300 | 5,300 | UNCH | 0.00% |
| WASHINGTON TRUST Co | 3,753 | 3,753 | UNCH | 0.00% |
| Colony Group LLC | 10,767 | 10,767 | UNCH | 0.00% |
| First Foundation Advisors | 5,196 | 5,196 | UNCH | 0.00% |
| Bourgeon Capital Management LLC | 1,943 | 1,943 | UNCH | 0.00% |
| Boyd Watterson Asset Management LLC OH | 1,194 | 1,194 | UNCH | 0.00% |
| Trust Co. of Vermont | 1,172 | 1,172 | UNCH | 0.00% |
| Hennessy Advisors Inc. | 59,100 | 59,100 | UNCH | 0.00% |
| Holderness Investments Co. | 4,450 | 4,450 | UNCH | 0.00% |
| Shepherd Kaplan Krochuk LLC | 10,366 | 10,366 | UNCH | 0.00% |
| Noesis Capital Mangement Corp | 5,150 | 5,150 | UNCH | 0.00% |
| Private Trust Co. NA | 865 | 865 | UNCH | 0.00% |
| Tower Bridge Advisors | 10,500 | 10,500 | UNCH | 0.00% |
| BancorpSouth Bank | 6,321 | 6,321 | UNCH | 0.00% |
| Veritable L.P. | 11,931 | 11,931 | UNCH | 0.00% |
| Coastline Trust Co | 9,655 | 9,655 | UNCH | 0.00% |
| Violich Capital Management Inc. | 4,074 | 4,074 | UNCH | 0.00% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 13,640 | 13,640 | UNCH | 0.00% |
| Private Wealth Partners LLC | 5,469 | 5,469 | UNCH | 0.00% |
| North Star Investment Management Corp. | 2,470 | 2,470 | UNCH | 0.00% |
| Estabrook Capital Management | 1,100 | 1,100 | UNCH | 0.00% |
| AlphaMark Advisors LLC | 154 | 154 | UNCH | 0.00% |
| Dorsey & Whitney Trust CO LLC | 8,488 | 8,488 | UNCH | 0.00% |
| South Street Advisors LLC | 13,520 | 13,520 | UNCH | 0.00% |
| RS Crum Inc. | 28,970 | 28,970 | UNCH | 0.00% |
| Vigilant Capital Management LLC | 410 | 410 | UNCH | 0.00% |
| Spears Abacus Advisors LLC | 7,594 | 7,594 | UNCH | 0.00% |
| R.M.SINCERBEAUX Capital Management LLC | 26,182 | 26,182 | UNCH | 0.00% |
| Susquehanna Fundamental Investments LLC | 33,807 | 33,807 | UNCH | 0.00% |
| Ensign Peak Advisors Inc | 56,480 | 56,480 | UNCH | 0.00% |
| Signaturefd LLC | 738 | 738 | UNCH | 0.00% |
| Greenwich Investment Management Inc. | 4,550 | 4,550 | UNCH | 0.00% |
| Sandy Spring Bank | 3,000 | 3,000 | UNCH | 0.00% |
| Narwhal Capital Management | 34,924 | 34,924 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 11,260 | 11,260 | UNCH | 0.00% |
| Endurance Wealth Management Inc. | 7,285 | 7,285 | UNCH | 0.00% |
| Saratoga Research & Investment Management | 4,500 | 4,500 | UNCH | 0.00% |
| Evercore Wealth Management LLC | 5,530 | 5,530 | UNCH | 0.00% |
| Stillwater Capital Advisors LLC | 4,710 | 4,710 | UNCH | 0.00% |
| Botty Investors LLC | 54,849 | 54,849 | UNCH | 0.00% |
| TCTC Holdings LLC | 2,544 | 2,544 | UNCH | 0.00% |
| Donaldson Capital Management LLC | 7,965 | 7,965 | UNCH | 0.00% |
| Cohen Capital Management Inc. | 45,080 | 45,080 | UNCH | 0.00% |
| Clear Harbor Asset Management LLC | 8,598 | 8,598 | UNCH | 0.00% |
| BSW Wealth Partners | 3,834 | 3,834 | UNCH | 0.00% |
| Lbmc Investment Advisors LLC | 4,127 | 4,127 | UNCH | 0.00% |
| Hilton Capital Management LLC | 33,914 | 33,914 | UNCH | 0.00% |
| Gradient Investments LLC | 798 | 798 | UNCH | 0.00% |
| Sippican Capital Advisors | 4,625 | 4,625 | UNCH | 0.00% |
| Clarkston Capital Partners LLC | 4,100 | 4,100 | UNCH | 0.00% |
| Financial Management Professionals Inc. | 166 | 166 | UNCH | 0.00% |
| Segment Wealth Management LLC | 12,035 | 12,035 | UNCH | 0.00% |
| Focused Wealth Management Inc | 214 | 214 | UNCH | 0.00% |
| Heritage Wealth Advisors | 1,300 | 1,300 | UNCH | 0.00% |
| Beacon Financial Group | 22,779 | 22,779 | UNCH | 0.00% |
| R.H. Dinel Investment Counsel Inc. | 36,750 | 36,750 | UNCH | 0.00% |
| Joel Isaacson & Co. LLC | 12,185 | 12,185 | UNCH | 0.00% |
| Hamilton Point Investment Advisors LLC | 4,700 | 4,700 | UNCH | 0.00% |
| Northeast Financial Consultants Inc | 27,819 | 27,819 | UNCH | 0.00% |
| Private Ocean LLC | 350 | 350 | UNCH | 0.00% |
| MCF Advisors LLC | 698 | 698 | UNCH | 0.00% |
| Grassi Investment Management | 7,300 | 7,300 | UNCH | 0.00% |
| RiverGlades Family Offices LLC | 10,412 | 10,412 | UNCH | 0.00% |
| Mitchell Mcleod Pugh & Williams Inc. | 16,854 | 16,854 | UNCH | 0.00% |
| Cypress Capital Management LLC WY | 900 | 900 | UNCH | 0.00% |
| True North Advisors LLC | 11,644 | 11,644 | UNCH | 0.00% |
| WealthPLAN Partners LLC | 200 | 200 | UNCH | 0.00% |
| Glassman Wealth Services | 2,095 | 2,095 | UNCH | 0.00% |
| Ellevest Inc. | 3,420 | 3,420 | UNCH | 0.00% |
| Moisand Fitzgerald Tamayo LLC | 837 | 837 | UNCH | 0.00% |
| Pegasus Partners Ltd. | 5,994 | 5,994 | UNCH | 0.00% |
| Quadrant Capital Group LLC | 13,804 | 13,804 | UNCH | 0.00% |
| Arcus Capital Partners LLC | 4,470 | 4,470 | UNCH | 0.00% |
| Trinity Legacy Partners LLC | 4,447 | 4,447 | UNCH | 0.00% |
| Beacon Investment Advisory Services Inc. | 5,152 | 5,152 | UNCH | 0.00% |
| Cornerstone Advisory LLC | 4,436 | 4,436 | UNCH | 0.00% |
| Bristlecone Advisors LLC | 13,403 | 13,403 | UNCH | 0.00% |
| Almanack Investment Partners LLC. | 6,200 | 6,200 | UNCH | 0.00% |
| First Capital Advisors Group LLC. | 15,070 | 15,070 | UNCH | 0.00% |
| Russell Investments Group Ltd. | 10,603 | 10,603 | UNCH | 0.00% |
| First Command Bank | 250 | 250 | UNCH | 0.00% |
| First Command Financial Services Inc. | 250 | 250 | UNCH | 0.00% |
| Concentric Wealth Management LLC | 4,000 | 4,000 | UNCH | 0.00% |
| Covenant Asset Management LLC | 6,195 | 6,195 | UNCH | 0.00% |
| Pacific Center for Financial Services | 275 | 275 | UNCH | 0.00% |
| Pinnacle Bank | 2,290 | 2,290 | UNCH | 0.00% |
| Blankinship & Foster LLC | 16,905 | 16,905 | UNCH | 0.00% |
| EverSource Wealth Advisors LLC | 691 | 691 | UNCH | 0.00% |
| Trellis Advisors LLC | 8,922 | 8,922 | UNCH | 0.00% |
| PrairieView Partners LLC | 5,100 | 5,100 | UNCH | 0.00% |
| Pinnacle Wealth Planning Services Inc. | 4,200 | 4,200 | UNCH | 0.00% |
| Claybrook Capital LLC | 4,150 | 4,150 | UNCH | 0.00% |
| Crewe Advisors LLC | 1,850 | 1,850 | UNCH | 0.00% |
| Carmichael Hill & Associates Inc. | 2,160 | 2,160 | UNCH | 0.00% |
| Bedel Financial Consulting Inc. | 4,000 | 4,000 | UNCH | 0.00% |
| GPS Wealth Strategies Group LLC | 202 | 202 | UNCH | 0.00% |
| Stokes Capital Advisors LLC | 4,171 | 4,171 | UNCH | 0.00% |
| Islay Capital Management LLC | 900 | 900 | UNCH | 0.00% |
| Avondale Wealth Management | 1,240 | 1,240 | UNCH | 0.00% |
| Chicago Capital LLC | 7,828 | 7,828 | UNCH | 0.00% |
| Retirement Group LLC | 169 | 169 | UNCH | 0.00% |
| Financial Gravity Asset Management Inc. | 300 | 300 | UNCH | 0.00% |
| B&D White Capital Company LLC | 4,282 | 4,282 | UNCH | 0.00% |
| Canton Hathaway LLC | 1,500 | 1,500 | UNCH | 0.00% |
| Pasadena Private Wealth LLC | 7,400 | 7,400 | UNCH | 0.00% |
| Claro Advisors LLC | 5,337 | 5,337 | UNCH | 0.00% |
| Cary Street Partners Investment Advisory LLC | 129 | 129 | UNCH | 0.00% |
| Robertson Stephens Wealth Management LLC | 13,999 | 13,999 | UNCH | 0.00% |
| Advisor OS LLC | 19,769 | 19,769 | UNCH | 0.00% |
| Inscription Capital LLC | 5,400 | 5,400 | UNCH | 0.00% |
| Meridian Wealth Advisors LLC | 6,144 | 6,144 | UNCH | 0.00% |
| Avion Wealth | 1,447 | 1,447 | UNCH | 0.00% |
| Birch Capital Management LLC | 20,083 | 20,083 | UNCH | 0.00% |
| Firestone Capital Management | 3,733 | 3,733 | UNCH | 0.00% |
| Bellevue Asset Management LLC | 548 | 548 | UNCH | 0.00% |
| Royal Harbor Partners LLC | 4,140 | 4,140 | UNCH | 0.00% |
| Center for Financial Planning Inc. | 800 | 800 | UNCH | 0.00% |
| Citizens National Bank Trust Department | 90 | 90 | UNCH | 0.00% |
| Veracity Capital LLC | 19,469 | 19,469 | UNCH | 0.00% |
| TFC Financial Management | 253 | 253 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 2,196 | 2,196 | UNCH | 0.00% |
| Sage Mountain Advisors LLC | 8,262 | 8,262 | UNCH | 0.00% |
| Rede Wealth LLC | 3,981 | 3,981 | UNCH | 0.00% |
| Lumature Wealth Partners LLC | 667 | 667 | UNCH | 0.00% |
| CoreFirst Bank & Trust | 840 | 840 | UNCH | 0.00% |
| SkyView Investment Advisors LLC | 15,070 | 15,070 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 200 | 200 | UNCH | 0.00% |
| Mayflower Financial Advisors LLC | 8,357 | 8,357 | UNCH | 0.00% |
| Bank of New Hampshire | 450 | 450 | UNCH | 0.00% |
| Cowen Prime Advisors LLC | 34,800 | 34,800 | UNCH | 0.00% |
| McElhenny Sheffield Capital Management LLC | 13,853 | 13,853 | UNCH | 0.00% |
| SJS Investment Consulting Inc. | 1,324 | 1,324 | UNCH | 0.00% |
| CarsonAllaria Wealth Management Ltd. | 208 | 208 | UNCH | 0.00% |
| Wedmont Private Capital | 6,600 | 6,600 | UNCH | 0.00% |
| Matrix Private Capital Group LLC | 5,000 | 5,000 | UNCH | 0.00% |
| Sonora Investment Management Group LLC | 8,306 | 8,306 | UNCH | 0.00% |
| Sovereign Investment Advisors LLC | 143,703 | 143,703 | UNCH | 0.00% |
| Byrne Asset Management LLC | 200 | 200 | UNCH | 0.00% |
| Capasso Planning Partners LLC | 4,162 | 4,162 | UNCH | 0.00% |
| Quent Capital LLC | 325 | 325 | UNCH | 0.00% |
| BancFirst Trust & Investment Management | 16,666 | 16,666 | UNCH | 0.00% |
| Bill Few Associates Inc. | 4,000 | 4,000 | UNCH | 0.00% |
| Beacon Capital Management LLC | 291 | 291 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 2,280 | 2,280 | UNCH | 0.00% |
| ICA Group Wealth Management LLC | 1,000 | 1,000 | UNCH | 0.00% |
| Cyndeo Wealth Partners LLC | 4,058 | 4,058 | UNCH | 0.00% |
| Register Financial Advisors LLC | 500 | 500 | UNCH | 0.00% |
| Fidelis Capital Partners LLC | 5,200 | 5,200 | UNCH | 0.00% |
| Richard W. Paul & Associates LLC | 102 | 102 | UNCH | 0.00% |
| Silvia Mccoll Wealth Management LLC | 10,030 | 10,030 | UNCH | 0.00% |
| Farther Finance Advisors LLC | 2,000 | 2,000 | UNCH | 0.00% |
| 13F Filers Decreasing MMP Share Count | ||||
| Duff & Phelps Investment Management Co. | 492,104 | 6,883 | -485,221 | -98.60% |
| Citadel Advisors LLC | 43,551 | 1,497 | -42,054 | -96.56% |
| Bramshill Investments LLC | 70,253 | 2,721 | -67,532 | -96.13% |
| Eagle Global Advisors LLC | 445,068 | 40,221 | -404,847 | -90.96% |
| Blackhill Capital Inc. | 39,600 | 3,600 | -36,000 | -90.91% |
| Ropes Wealth Advisors LLC | 57,687 | 5,764 | -51,923 | -90.01% |
| Rothschild Investment Corp IL | 67,766 | 8,200 | -59,566 | -87.90% |
| Atlantic Trust LLC | 24,716 | 5,052 | -19,664 | -79.56% |
| Resources Management Corp CT ADV | 1,180 | 290 | -890 | -75.42% |
| Outfitter Financial LLC | 39,225 | 10,000 | -29,225 | -74.51% |
| SeaCrest Wealth Management LLC | 12,513 | 3,304 | -9,209 | -73.60% |
| First Manhattan Co. | 36,317 | 10,100 | -26,217 | -72.19% |
| Kayne Anderson Capital Advisors LP | 1,354,328 | 402,816 | -951,512 | -70.26% |
| Atria Wealth Solutions Inc. | 38,109 | 11,856 | -26,253 | -68.89% |
| National Bank of Canada FI | 1,116 | 365 | -751 | -67.29% |
| Argent Trust Co | 17,426 | 6,599 | -10,827 | -62.13% |
| Principle Wealth Partners LLC | 12,535 | 5,095 | -7,440 | -59.35% |
| Delta Investment Management LLC | 40,639 | 16,742 | -23,897 | -58.80% |
| Westwood Holdings Group Inc. | 434,675 | 185,281 | -249,394 | -57.37% |
| GYL Financial Synergies LLC | 9,550 | 4,151 | -5,399 | -56.53% |
| Carnegie Capital Asset Management LLC | 7,839 | 3,500 | -4,339 | -55.35% |
| First Eagle Investment Management LLC | 1,105,142 | 509,796 | -595,346 | -53.87% |
| Dearborn Partners LLC | 8,870 | 4,170 | -4,700 | -52.99% |
| Valley National Advisers Inc. | 1,529 | 723 | -806 | -52.71% |
| Bank of New York Mellon Corp | 48,648 | 23,962 | -24,686 | -50.74% |
| Gables Capital Management Inc. | 2,800 | 1,400 | -1,400 | -50.00% |
| Crescent Grove Advisors LLC | 7,276 | 3,748 | -3,528 | -48.49% |
| Childress Capital Advisors LLC | 24,611 | 13,163 | -11,448 | -46.52% |
| HighTower Advisors LLC | 698,600 | 378,086 | -320,514 | -45.88% |
| Difesa Capital Management LP | 33,850 | 18,325 | -15,525 | -45.86% |
| Archer Investment Corp | 8,600 | 4,775 | -3,825 | -44.48% |
| Annandale Capital LLC | 93,151 | 53,151 | -40,000 | -42.94% |
| Invesco Ltd. | 7,641,701 | 4,361,281 | -3,280,420 | -42.93% |
| Boston Private Wealth LLC | 11,773 | 6,721 | -5,052 | -42.91% |
| Catalyst Capital Advisors LLC | 89,763 | 51,538 | -38,225 | -42.58% |
| Pacer Advisors Inc. | 20,943 | 12,182 | -8,761 | -41.83% |
| Ieq Capital LLC | 7,064 | 4,190 | -2,874 | -40.69% |
| CFO4Life Group LLC | 10,727 | 6,367 | -4,360 | -40.65% |
| EP Wealth Advisors LLC | 12,228 | 7,376 | -4,852 | -39.68% |
| CWA Asset Management Group LLC | 5,667 | 3,534 | -2,133 | -37.64% |
| Longfellow Investment Management Co. LLC | 765,093 | 479,620 | -285,473 | -37.31% |
| Williams Jones Wealth Management LLC. | 166,388 | 109,203 | -57,185 | -34.37% |
| Donoghue Forlines LLC | 11,533 | 7,595 | -3,938 | -34.15% |
| Fort Washington Investment Advisors Inc. OH | 34,850 | 23,150 | -11,700 | -33.57% |
| Hsbc Holdings PLC | 7,527 | 5,000 | -2,527 | -33.57% |
| Cowa LLC | 26,300 | 17,625 | -8,675 | -32.98% |
| CWM LLC | 14,280 | 9,572 | -4,708 | -32.97% |
| Sigma Planning Corp | 8,674 | 5,851 | -2,823 | -32.55% |
| Morningstar Investment Services LLC | 195,041 | 133,387 | -61,654 | -31.61% |
| Regions Financial Corp | 16,100 | 11,100 | -5,000 | -31.06% |
| Natixis | 891,856 | 615,120 | -276,736 | -31.03% |
| IFP Advisors Inc | 5,016 | 3,462 | -1,554 | -30.98% |
| Envestnet Asset Management Inc. | 114,247 | 78,895 | -35,352 | -30.94% |
| We Are One Seven LLC | 13,010 | 8,986 | -4,024 | -30.93% |
| Private Advisor Group LLC | 28,595 | 19,838 | -8,757 | -30.62% |
| Truist Financial Corp | 66,049 | 45,924 | -20,125 | -30.47% |
| MML Investors Services LLC | 32,295 | 22,701 | -9,594 | -29.71% |
| FineMark National Bank & Trust | 4,866 | 3,426 | -1,440 | -29.59% |
| Naples Global Advisors LLC | 5,835 | 4,135 | -1,700 | -29.13% |
| Verity Asset Management Inc. | 12,353 | 8,826 | -3,527 | -28.55% |
| Cushing Asset Management LP | 168,671 | 121,437 | -47,234 | -28.00% |
| Brookfield Asset Management Inc. | 1,245,778 | 906,264 | -339,514 | -27.25% |
| BNP Paribas Arbitrage SA | 252,850 | 184,542 | -68,308 | -27.02% |
| Silvercrest Asset Management Group LLC | 44,579 | 33,314 | -11,265 | -25.27% |
| BCJ Capital Management LLC | 7,716 | 5,780 | -1,936 | -25.09% |
| Voya Financial Advisors Inc. | 27,182 | 20,374 | -6,808 | -25.05% |
| Iron Horse Wealth Management LLC | 331 | 250 | -81 | -24.47% |
| IHT Wealth Management LLC | 4,341 | 3,288 | -1,053 | -24.26% |
| Apollon Wealth Management LLC | 59,453 | 45,118 | -14,335 | -24.11% |
| Epacria Capital Partners LLC | 50,670 | 38,670 | -12,000 | -23.68% |
| Dividend Assets Capital LLC | 355,873 | 271,887 | -83,986 | -23.60% |
| Cullen Frost Bankers Inc. | 19,106 | 14,606 | -4,500 | -23.55% |
| Capital Investment Advisory Services LLC | 5,780 | 4,450 | -1,330 | -23.01% |
| Advisor Group Holdings Inc. | 147,977 | 114,077 | -33,900 | -22.91% |
| Coston McIsaac & Partners | 1,252 | 987 | -265 | -21.17% |
| First Republic Investment Management Inc. | 54,568 | 43,070 | -11,498 | -21.07% |
| Edge Capital Group LLC | 7,625 | 6,050 | -1,575 | -20.66% |
| Advisory Services Network LLC | 6,432 | 5,129 | -1,303 | -20.26% |
| Cetera Advisor Networks LLC | 64,057 | 51,255 | -12,802 | -19.99% |
| Signature Wealth Management Partners LLC | 7,188 | 5,784 | -1,404 | -19.53% |
| Raymond James Trust N.A. | 9,488 | 7,646 | -1,842 | -19.41% |
| Raymond James & Associates | 343,756 | 277,699 | -66,057 | -19.22% |
| Lindbrook Capital LLC | 17,993 | 14,634 | -3,359 | -18.67% |
| BerganKDV Wealth Management LLC | 2,799 | 2,290 | -509 | -18.19% |
| UMB Bank N A MO | 12,444 | 10,222 | -2,222 | -17.86% |
| KMG Fiduciary Partners LLC | 4,313 | 3,550 | -763 | -17.69% |
| Bank of America Corp DE | 1,831,123 | 1,511,149 | -319,974 | -17.47% |
| CENTRAL TRUST Co | 6,165 | 5,095 | -1,070 | -17.36% |
| Bridgecreek Investment Management LLC | 147,340 | 121,790 | -25,550 | -17.34% |
| U.S. Capital Wealth Advisors LLC | 167,444 | 138,718 | -28,726 | -17.16% |
| Morningstar Investment Management LLC | 36,289 | 30,097 | -6,192 | -17.06% |
| Raymond James Financial Services Advisors Inc. | 432,550 | 359,332 | -73,218 | -16.93% |
| United Capital Financial Advisers LLC | 131,525 | 110,609 | -20,916 | -15.90% |
| Stifel Financial Corp | 191,701 | 161,747 | -29,954 | -15.63% |
| Janus Henderson Group PLC | 7,736,550 | 6,537,133 | -1,199,417 | -15.50% |
| Concord Wealth Partners | 949 | 805 | -144 | -15.17% |
| Disciplined Investments LLC | 22,838 | 19,391 | -3,447 | -15.09% |
| Ancora Advisors LLC | 14,743 | 12,618 | -2,125 | -14.41% |
| Alps Advisors Inc. | 15,469,185 | 13,268,435 | -2,200,750 | -14.23% |
| Busey Wealth Management | 14,346 | 12,321 | -2,025 | -14.12% |
| Heronetta Management L.P. | 183,023 | 158,023 | -25,000 | -13.66% |
| Parkside Financial Bank & Trust | 5,182 | 4,484 | -698 | -13.47% |
| Royal Bank of Canada | 367,145 | 318,682 | -48,463 | -13.20% |
| Castleark Management LLC | 35,268 | 30,638 | -4,630 | -13.13% |
| NEIRG Wealth Management LLC | 21,488 | 18,694 | -2,794 | -13.00% |
| Cornell Pochily Investment Advisors Inc. | 9,244 | 8,072 | -1,172 | -12.68% |
| Parallel Advisors LLC | 4,481 | 3,916 | -565 | -12.61% |
| Commonwealth Equity Services LLC | 100,174 | 87,563 | -12,611 | -12.59% |
| Financial Advocates Investment Management | 3,999 | 3,497 | -502 | -12.55% |
| Oak Family Advisors LLC | 98,372 | 86,762 | -11,610 | -11.80% |
| Tortoise Index Solutions LLC | 214,603 | 190,234 | -24,369 | -11.36% |
| Progeny 3 Inc. | 289,795 | 256,995 | -32,800 | -11.32% |
| Wells Fargo & Company MN | 799,790 | 712,892 | -86,898 | -10.87% |
| Howland Capital Management LLC | 4,410 | 3,935 | -475 | -10.77% |
| Regatta Capital Group LLC | 26,250 | 23,447 | -2,803 | -10.68% |
| Essex Financial Services Inc. | 9,300 | 8,326 | -974 | -10.47% |
| BlackRock Inc. | 40,033 | 35,930 | -4,103 | -10.25% |
| Parkwood LLC | 18,209 | 16,348 | -1,861 | -10.22% |
| Pin Oak Investment Advisors Inc. | 45,655 | 41,155 | -4,500 | -9.86% |
| ProVise Management Group LLC | 19,374 | 17,490 | -1,884 | -9.72% |
| Americana Partners LLC | 133,980 | 121,208 | -12,772 | -9.53% |
| Sound View Wealth Advisors Group LLC | 5,250 | 4,750 | -500 | -9.52% |
| Certified Advisory Corp | 4,789 | 4,349 | -440 | -9.19% |
| Quad Cities Investment Group LLC | 5,296 | 4,811 | -485 | -9.16% |
| Integrated Wealth Concepts LLC | 12,127 | 11,022 | -1,105 | -9.11% |
| Vaughan Nelson Investment Management L.P. | 34,300 | 31,295 | -3,005 | -8.76% |
| Mercer Global Advisors Inc. ADV | 30,465 | 27,866 | -2,599 | -8.53% |
| Resources Investment Advisors LLC. | 4,247 | 3,894 | -353 | -8.31% |
| Cambridge Investment Research Advisors Inc. | 59,668 | 55,000 | -4,668 | -7.82% |
| US Bancorp DE | 130,078 | 120,273 | -9,805 | -7.54% |
| Duncker Streett & Co. Inc. | 4,000 | 3,700 | -300 | -7.50% |
| Capital Advisors Inc. OK | 4,643 | 4,300 | -343 | -7.39% |
| Deutsche Bank AG | 309,116 | 286,416 | -22,700 | -7.34% |
| ELCO Management Co. LLC | 9,179 | 8,524 | -655 | -7.14% |
| Jackson Hole Capital Partners LLC | 80,685 | 75,083 | -5,602 | -6.94% |
| Infrastructure Capital Advisors LLC | 501,033 | 466,736 | -34,297 | -6.85% |
| Chickasaw Capital Management LLC | 2,829,759 | 2,637,389 | -192,370 | -6.80% |
| Mirae Asset Global Investments Co. Ltd. | 3,509,874 | 3,282,550 | -227,324 | -6.48% |
| SeaBridge Investment Advisors LLC | 16,752 | 15,677 | -1,075 | -6.42% |
| Mariner LLC | 205,243 | 192,789 | -12,454 | -6.07% |
| Allworth Financial LP | 4,880 | 4,589 | -291 | -5.96% |
| Cypress Capital Group | 22,312 | 21,012 | -1,300 | -5.83% |
| Ausdal Financial Partners Inc. | 6,406 | 6,035 | -371 | -5.79% |
| GWM Advisors LLC | 66,902 | 63,066 | -3,836 | -5.73% |
| Sheaff Brock Investment Advisors LLC | 15,380 | 14,500 | -880 | -5.72% |
| Wambolt & Associates LLC | 7,422 | 6,999 | -423 | -5.70% |
| Notis McConarty Edward | 11,845 | 11,179 | -666 | -5.62% |
| Rockefeller Capital Management L.P. | 63,348 | 59,947 | -3,401 | -5.37% |
| Heritage Trust Co | 10,591 | 10,025 | -566 | -5.34% |
| Chicago Partners Investment Group LLC | 288,519 | 273,581 | -14,938 | -5.18% |
| LPL Financial LLC | 394,422 | 374,123 | -20,299 | -5.15% |
| Energy Income Partners LLC | 6,315,186 | 5,997,394 | -317,792 | -5.03% |
| AE Wealth Management LLC | 6,147 | 5,843 | -304 | -4.95% |
| National Asset Management Inc. | 96,736 | 91,962 | -4,774 | -4.94% |
| Ziegler Capital Management LLC | 29,611 | 28,165 | -1,446 | -4.88% |
| Mosaic Family Wealth Partners LLC | 14,939 | 14,224 | -715 | -4.79% |
| Saxon Interests Inc. | 4,588 | 4,376 | -212 | -4.62% |
| Barclays PLC | 823,517 | 787,168 | -36,349 | -4.41% |
| Basso Capital Management L.P. | 35,435 | 33,885 | -1,550 | -4.37% |
| Northern Trust Corp | 56,626 | 54,267 | -2,359 | -4.17% |
| Bard Financial Services Inc. | 97,465 | 93,415 | -4,050 | -4.16% |
| Cetera Investment Advisers | 30,351 | 29,172 | -1,179 | -3.88% |
| Bradley Foster & Sargent Inc. CT | 86,214 | 83,259 | -2,955 | -3.43% |
| Colonial River Wealth Management LLC | 6,685 | 6,465 | -220 | -3.29% |
| Blair William & Co. IL | 188,498 | 182,575 | -5,923 | -3.14% |
| Fractal Investments LLC | 718,100 | 696,744 | -21,356 | -2.97% |
| Salem Investment Counselors Inc. | 27,116 | 26,388 | -728 | -2.68% |
| Jacobi Capital Management LLC | 10,374 | 10,105 | -269 | -2.59% |
| King Luther Capital Management Corp | 64,788 | 63,163 | -1,625 | -2.51% |
| Avantax Advisory Services Inc. | 30,458 | 29,711 | -747 | -2.45% |
| Independent Advisor Alliance | 10,247 | 9,998 | -249 | -2.43% |
| Exencial Wealth Advisors LLC | 10,659 | 10,400 | -259 | -2.43% |
| Pinnacle Holdings LLC | 40,970 | 40,014 | -956 | -2.33% |
| Texas Yale Capital Corp. | 516,960 | 505,379 | -11,581 | -2.24% |
| PSI Advisors LLC | 15,128 | 14,813 | -315 | -2.08% |
| Chilton Capital Management LLC | 53,101 | 52,041 | -1,060 | -2.00% |
| Aurora Investment Counsel | 33,640 | 32,974 | -666 | -1.98% |
| Northwestern Mutual Wealth Management Co. | 20,964 | 20,564 | -400 | -1.91% |
| Janney Montgomery Scott LLC | 85,728 | 84,101 | -1,627 | -1.90% |
| M&T Bank Corp | 186,245 | 182,716 | -3,529 | -1.89% |
| MAI Capital Management | 123,651 | 121,341 | -2,310 | -1.87% |
| Arkfeld Wealth Strategies L.L.C. | 9,450 | 9,275 | -175 | -1.85% |
| Western Wealth Management LLC | 12,641 | 12,427 | -214 | -1.69% |
| Steward Partners Investment Advisory LLC | 29,992 | 29,508 | -484 | -1.61% |
| Fairview Capital Investment Management LLC | 673,185 | 662,998 | -10,187 | -1.51% |
| Quantum Private Wealth LLC | 11,253 | 11,087 | -166 | -1.48% |
| Aurum Wealth Management Group LLC | 4,883 | 4,811 | -72 | -1.47% |
| Cottage Street Advisors LLC | 89,720 | 88,430 | -1,290 | -1.44% |
| Moors & Cabot Inc. | 93,377 | 92,041 | -1,336 | -1.43% |
| Beach Investment Counsel Inc. PA | 479,755 | 473,576 | -6,179 | -1.29% |
| Spire Wealth Management | 33,255 | 32,855 | -400 | -1.20% |
| Leavell Investment Management Inc. | 113,890 | 112,540 | -1,350 | -1.19% |
| CX Institutional | 64,930 | 64,165 | -765 | -1.18% |
| Ipswich Investment Management Co. Inc. | 10,905 | 10,785 | -120 | -1.10% |
| Perigon Wealth Management LLC | 20,654 | 20,430 | -224 | -1.08% |
| Clearbridge Investments LLC | 2,908,467 | 2,878,757 | -29,710 | -1.02% |
| TCG Advisory Services LLC | 5,550 | 5,495 | -55 | -0.99% |
| Cerity Partners LLC | 109,698 | 108,628 | -1,070 | -0.98% |
| Brown Advisory Inc. | 193,076 | 191,306 | -1,770 | -0.92% |
| Snowden Capital Advisors LLC | 40,245 | 39,885 | -360 | -0.89% |
| Hoylecohen LLC | 10,762 | 10,673 | -89 | -0.83% |
| VAUGHAN & Co SECURITIES INC. | 13,211 | 13,104 | -107 | -0.81% |
| RDA Financial Network | 6,853 | 6,803 | -50 | -0.73% |
| Peapack Gladstone Financial Corp | 46,749 | 46,414 | -335 | -0.72% |
| Legacy Financial Group Inc. | 7,161 | 7,110 | -51 | -0.71% |
| LexAurum Advisors LLC | 31,815 | 31,600 | -215 | -0.68% |
| Miller Howard Investments Inc. NY | 652,427 | 648,125 | -4,302 | -0.66% |
| Stonebridge Capital Advisors LLC | 4,736 | 4,706 | -30 | -0.63% |
| Green Square Capital Advisors LLC | 48,262 | 47,998 | -264 | -0.55% |
| Evergreen Capital Management LLC | 123,114 | 122,472 | -642 | -0.52% |
| Spirit of America Management Corp NY | 213,615 | 212,515 | -1,100 | -0.51% |
| Allen Capital Group LLC | 42,832 | 42,620 | -212 | -0.49% |
| Neuberger Berman Group LLC | 197,579 | 196,663 | -916 | -0.46% |
| Keybank National Association OH | 104,954 | 104,474 | -480 | -0.46% |
| Kaizen Financial Strategies | 7,836 | 7,801 | -35 | -0.45% |
| Sheets Smith Wealth Management | 30,800 | 30,700 | -100 | -0.32% |
| HB Wealth Management LLC | 22,923 | 22,852 | -71 | -0.31% |
| Capital Investment Advisors LLC | 312,691 | 311,788 | -903 | -0.29% |
| Linscomb & Williams Inc. | 18,183 | 18,141 | -42 | -0.23% |
| Olistico Wealth LLC | 24,498 | 24,454 | -44 | -0.18% |
| Karpas Strategies LLC | 185,510 | 185,180 | -330 | -0.18% |
| Moneta Group Investment Advisors LLC | 48,237 | 48,157 | -80 | -0.17% |
| The PNC Financial Services Group Inc. | 173,529 | 173,237 | -292 | -0.17% |
| Stephens Inc. AR | 37,702 | 37,653 | -49 | -0.13% |
| Hancock Whitney Corp | 4,034 | 4,031 | -3 | -0.07% |
| Edgemoor Investment Advisors Inc. | 63,092 | 63,082 | -10 | -0.02% |
| Oppenheimer Asset Management Inc. | 14,069 | 14,067 | -2 | -0.01% |
| 13F Filers Exiting MMP | ||||
| Pinnacle West Asset Management Inc. | 10,613 | 0 | -10,613 | -100.00% |
| Beverly Hills Private Wealth LLC | 6,164 | 0 | -6,164 | -100.00% |
| MRP Capital Investments LLC | 400 | 0 | -400 | -100.00% |
| Riverview Capital Advisers LLC | 24,992 | 0 | -24,992 | -100.00% |
| Schear Investment Advisers LLC | 9,252 | 0 | -9,252 | -100.00% |
| Fortis Capital Advisors LLC | 65 | 0 | -65 | -100.00% |
| MGO Private Wealth LLC | 13,708 | 0 | -13,708 | -100.00% |
| Meixler Investment Management Ltd. | 9,775 | 0 | -9,775 | -100.00% |
| Ameritas Advisory Services LLC | 6,308 | 0 | -6,308 | -100.00% |
| Heirloom Wealth Management | 3,881 | 0 | -3,881 | -100.00% |
| Twelve Points Wealth Management LLC | 22,858 | 0 | -22,858 | -100.00% |
| Kavar Capital Partners Group LLC | 5,250 | 0 | -5,250 | -100.00% |
| GoalVest Advisory LLC | 1,155 | 0 | -1,155 | -100.00% |
| XTX Topco Ltd | 7,842 | 0 | -7,842 | -100.00% |
| State of Wyoming | 1,979 | 0 | -1,979 | -100.00% |
| Visionary Wealth Advisors | 5,944 | 0 | -5,944 | -100.00% |
| ERTS Wealth Advisors LLC | 5,125 | 0 | -5,125 | -100.00% |
| Princeton Global Asset Management LLC | 5,029 | 0 | -5,029 | -100.00% |
| S.E.E.D. Planning Group LLC | 4,311 | 0 | -4,311 | -100.00% |
| Old North State Trust LLC | 2,000 | 0 | -2,000 | -100.00% |
| PEAK6 Investments LLC | 4,480 | 0 | -4,480 | -100.00% |
| FORA Capital LLC | 17,877 | 0 | -17,877 | -100.00% |
| Investors Research Corp | 600 | 0 | -600 | -100.00% |
| IFG Advisory LLC | 5,281 | 0 | -5,281 | -100.00% |
| Valeo Financial Advisors LLC | 5,446 | 0 | -5,446 | -100.00% |
| Cypress Wealth Services LLC | 6,586 | 0 | -6,586 | -100.00% |
| Belpointe Asset Management LLC | 8,701 | 0 | -8,701 | -100.00% |
| FLC Capital Advisors | 25,390 | 0 | -25,390 | -100.00% |
| BDO Wealth Advisors LLC | 2,474 | 0 | -2,474 | -100.00% |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,000 | 0 | -4,000 | -100.00% |
| Good Life Advisors LLC | 8,069 | 0 | -8,069 | -100.00% |
| Syverson Strege & Co | 30 | 0 | -30 | -100.00% |
| Cascade Investment Advisors Inc. | 275 | 0 | -275 | -100.00% |
| Aptus Capital Advisors LLC | 4,005 | 0 | -4,005 | -100.00% |
| Pointe Capital Management LLC | 11,380 | 0 | -11,380 | -100.00% |
| Gibraltar Capital Management Inc. | 124,794 | 0 | -124,794 | -100.00% |
| Brookstone Capital Management | 4,277 | 0 | -4,277 | -100.00% |
| Walnut Private Equity Partners LLC | 120,131 | 0 | -120,131 | -100.00% |
| Penserra Capital Management LLC | 890 | 0 | -890 | -100.00% |
| Antonetti Capital Management LLC | 800 | 0 | -800 | -100.00% |
| Oxbow Advisors LLC | 200,569 | 0 | -200,569 | -100.00% |
| Samalin Investment Counsel LLC | 19,005 | 0 | -19,005 | -100.00% |
| Summit Asset Management LLC | 4,030 | 0 | -4,030 | -100.00% |
| Wellington Shields & Co. LLC | 5,500 | 0 | -5,500 | -100.00% |
| Wellington Shields Capital Management LLC | 2,814 | 0 | -2,814 | -100.00% |
| Sawtooth Solutions LLC | 5,192 | 0 | -5,192 | -100.00% |
| STA Wealth Management LLC | 5,967 | 0 | -5,967 | -100.00% |
| Baker Avenue Asset Management LP | 600 | 0 | -600 | -100.00% |
| Macquarie Group Ltd. | 46,821 | 0 | -46,821 | -100.00% |
| Cutter & CO Brokerage Inc. | 18,032 | 0 | -18,032 | -100.00% |
| Hanson & Doremus Investment Management | 383 | 0 | -383 | -100.00% |
| Adams Asset Advisors LLC | 34,003 | 0 | -34,003 | -100.00% |
| HBK Sorce Advisory LLC | 7,335 | 0 | -7,335 | -100.00% |
| Arrow Investment Advisors LLC | 3,958 | 0 | -3,958 | -100.00% |
| Advisors Capital Management LLC | 4,677 | 0 | -4,677 | -100.00% |
| Hodges Capital Management Inc. | 6,735 | 0 | -6,735 | -100.00% |
| Ironwood Investment Counsel LLC | 4,216 | 0 | -4,216 | -100.00% |
| Amundi | 49,022 | 0 | -49,022 | -100.00% |
| Epoch Investment Partners Inc. | 847,308 | 0 | -847,308 | -100.00% |
| Perritt Capital Management Inc. | 11,900 | 0 | -11,900 | -100.00% |
| Adell Harriman & Carpenter Inc. | 5,200 | 0 | -5,200 | -100.00% |
| First Trust Advisors LP | 114,846 | 0 | -114,846 | -100.00% |
| Northeast Investment Management | 3,757 | 0 | -3,757 | -100.00% |
| Icon Advisers Inc. Co. | 32,400 | 0 | -32,400 | -100.00% |
| Fairholme Capital Management LLC | 28,600 | 0 | -28,600 | -100.00% |
| Ameritas Investment Partners Inc. | 100 | 0 | -100 | -100.00% |
| Pekin Hardy Strauss Inc. | 4,065 | 0 | -4,065 | -100.00% |
| Group One Trading L.P. | 31,593 | 0 | -31,593 | -100.00% |
| Centaurus Financial Inc. | 3,030 | 0 | -3,030 | -100.00% |
| Sei Investments Co. | 8,022 | 0 | -8,022 | -100.00% |
| Cannell Peter B & Co. Inc. | 11,100 | 0 | -11,100 | -100.00% |
| Berkley W R Corp | 650,000 | 0 | -650,000 | -100.00% |
See Summary: Institutional Holders of MMP
See Details: Top 10 Hedge Funds Holding MMP
Also See: MMP Insider Buying
