Ticker: EMLP CUSIP: 33738D101 Class: NO AMER ENERGY
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| TrueWealth Financial Partners | 64,506 | $2,443 |
| Wealth Watch Advisors, INC | 16,449 | $623 |
| BEAM WEALTH ADVISORS, INC. | 11,659 | $442 |
| VestGen Advisors, LLC | 55,807 | $2,113 |
| WCG Wealth Advisors LLC | 46,455 | $1,759 |
| MAGNOLIA CAPITAL ADVISORS LLC | 8,898 | $337 |
| Keystone Financial Group | 18,400 | $697 |
| Harvest Investment Services, LLC | 5,887 | $223 |
| Texas Capital Bank Wealth Management Services Inc | 14,030 | $531 |
| Hoese & Co LLP | 1,685 | $64 |
| Clark Asset Management, LLC | 6,119 | $232 |
| Risk Paradigm Group, LLC | 8,408 | $318 |
| SRS Capital Advisors, Inc. | 13,638 | $516 |
| CreativeOne Wealth, LLC | 6,153 | $233 |
| Focus Partners Wealth | 18,700 | $708 |
| Quadrature Capital Ltd | 5,840 | $221 |
| Cerity Partners LLC | 5,915 | $224 |
| Kohmann Bosshard Financial Services, LLC | 825 | $31 |
| Triumph Capital Management | 219 | $8 |
| FLAGSHIP HARBOR ADVISORS, LLC | 313 | $12 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Vernal Point Advisors, LLC | 224,602 | 260,022 | +35,420 (+15.8%) |
| Barry Investment Advisors, LLC | 447,457 | 462,367 | +14,910 (+3.3%) |
| Disciplina Capital Management LLC | 913,234 | 932,032 | +18,798 (+2.1%) |
| Capital Investment Advisors, LLC | 3,964,832 | 4,189,659 | +224,827 (+5.7%) |
| New Republic Capital, LLC | 114,483 | 137,097 | +22,614 (+19.8%) |
| Keystone Financial Group, Inc. | 79,946 | 82,482 | +2,536 (+3.2%) |
| COTTONWOOD CAPITAL ADVISORS, LLC | 27,733 | 31,685 | +3,952 (+14.3%) |
| New England Private Wealth Advisors LLC | 303,638 | 310,112 | +6,474 (+2.1%) |
| Pinnacle Wealth Planning Services, Inc. | 175,595 | 190,334 | +14,739 (+8.4%) |
| Cresset Asset Management, LLC | 2,431,665 | 2,711,738 | +280,073 (+11.5%) |
| CERTUITY, LLC | 17,031 | 51,217 | +34,186 (+200.7%) |
| ARQ WEALTH ADVISORS, LLC | 74,664 | 77,482 | +2,818 (+3.8%) |
| Landmark Wealth Management, LLC | 61,704 | 63,610 | +1,906 (+3.1%) |
| Arkos Global Advisors | 282,284 | 287,832 | +5,548 (+2.0%) |
| KRAEMATON INVESTMENT ADVISORS, INC | 17,472 | 18,780 | +1,308 (+7.5%) |
| Wealthspire Advisors, LLC | 2,113,202 | 2,165,019 | +51,817 (+2.5%) |
| PCG Wealth Advisors, LLC | 58,851 | 60,769 | +1,918 (+3.3%) |
| B. Riley Wealth Advisors, Inc. | 165,033 | 178,744 | +13,711 (+8.3%) |
| WealthCare Investment Partners, LLC | 38,503 | 40,570 | +2,067 (+5.4%) |
| Prosperity Financial Group, Inc. | 9,607 | 12,363 | +2,756 (+28.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ARGI Investment Services, LLC | 1,855,005 | 560,187 | -1,294,818 (-69.8%) |
| PUFF WEALTH MANAGEMENT, LLC | 59,873 | 53,252 | -6,621 (-11.1%) |
| Arvest Bank Trust Division | 529,691 | 33,093 | -496,598 (-93.8%) |
| Lee Financial Co | 729,889 | 707,822 | -22,067 (-3.0%) |
| Prasad Wealth Partners, LLC | 229,061 | 222,641 | -6,420 (-2.8%) |
| ALTFEST L J & CO INC | 581,898 | 572,085 | -9,813 (-1.7%) |
| Hobart Private Capital, LLC | 181,015 | 173,203 | -7,812 (-4.3%) |
| Encompass More Asset Management | 54,077 | 31,074 | -23,003 (-42.5%) |
| FLAGSTAR ADVISORS INC | 111,341 | 107,108 | -4,233 (-3.8%) |
| Tandem Financial, LLC | 26,983 | 25,538 | -1,445 (-5.4%) |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 205,988 | 98,510 | -107,478 (-52.2%) |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 218,691 | 195,969 | -22,722 (-10.4%) |
| Proactive Wealth Strategies LLC | 47,570 | 46,377 | -1,193 (-2.5%) |
| BlueChip Wealth Advisors LLC | 52,566 | 51,553 | -1,013 (-1.9%) |
| GenTrust, LLC | 142,924 | 124,269 | -18,655 (-13.1%) |
| Forefront Analytics, LLC | 18,954 | 18,435 | -519 (-2.7%) |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 8,735 | 6,780 | -1,955 (-22.4%) |
| Stegent Equity Advisors, Inc. | 20,551 | 19,991 | -560 (-2.7%) |
| Nova Wealth Management, Inc. | 10,791 | 9,839 | -952 (-8.8%) |
| DAYMARK WEALTH PARTNERS, LLC | 114,846 | 99,359 | -15,487 (-13.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Forefront Wealth Partners, LLC | 259,434 | $9,934 |
| QP WEALTH MANAGEMENT, LLC | 49,670 | $1,312 |
| ARVEST INVESTMENTS, INC. | 168,447 | $6,450 |
| WORLD EQUITY GROUP, INC. | 53,971 | $2,067 |
| Newbridge Financial Services Group, Inc. | 9,612 | $368 |
| OneAscent Financial Services LLC | 6,236 | $239 |
| Glassman Wealth Services | 2,856 | $109 |
| Kovitz Investment Group Partners, LLC | 13,415 | $514 |
| MATHER GROUP, LLC. | 8,190 | $314 |
| CITADEL ADVISORS LLC | 39,179 | $1,500 |
| Advisors Capital Management, LLC | 5,250 | $201 |
| PRINCIPAL SECURITIES, INC. | 4,028 | $154 |
| RENAISSANCE TECHNOLOGIES LLC | 9,000 | $345 |
| EP Wealth Advisors, LLC | 5,041 | $189 |
| D. E. Shaw & Co., Inc. | 7,547 | $289 |
| Clean Yield Group | 429 | $16 |
| SALEM INVESTMENT COUNSELORS INC | 588 | $23 |
| Spire Wealth Management | 328 | $13 |
| GPS Wealth Strategies Group, LLC | 128 | $5 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 166 | $6 |