| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOMANI WEALTH, LLC | 200,715 | 8,336,000 | 37.06% | ||
| 2 | Salient Capital Advisors, LLC | 126,788 | 5,266,000 | 23.41% | ||
| 3 | Estabrook Capital Management | 68,359 | 2,838,949 | 12.62% | ||
| 4 | Concert Wealth Management Inc. | 50,260 | 2,092,000 | 9.30% | ||
| 5 | STATE STREET CORP | 36,729 | 1,525,000 | 6.78% | ||
| 6 | Janney Montgomery Scott LLC | 31,101 | 1,292,000 | 5.74% | ||
| 7 | NORTHSTAR INVESTMENT ADVISORS LLC | 19,650 | 816,000 | 3.63% | ||
| 8 | KELLEHER FINANCIAL ADVISORS | 7,650 | 317,000 | 1.41% | ||
| 9 | GROUP ONE TRADING LLC | 300 | 12,000 | 0.05% | ||
| 10 | JNBA Financial Advisors | 32 | 1,000 | 0.00% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
