| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 132,930 | 1,785,000 | 30.86% | ||
| 2 | Shaker Financial Services, LLC | 50,126 | 673,000 | 11.64% | ||
| 3 | FIRST TRUST ADVISORS LP | 43,650 | 586,000 | 10.13% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 40,524 | 544,000 | 9.41% | ||
| 5 | DOLIVER ADVISORS, LP | 39,889 | 536,000 | 9.27% | ||
| 6 | UBS AG | 25,355 | 341,000 | 5.90% | ||
| 7 | WELLS FARGO & COMPANY/MN | 25,387 | 341,000 | 5.90% | ||
| 8 | MORGAN STANLEY | 20,521 | 276,000 | 4.77% | ||
| 9 | LPL Financial LLC | 16,657 | 224,000 | 3.87% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 15,194 | 204,000 | 3.53% | ||
| 11 | AMERICAN INTERNATIONAL GROUP, INC. | 7,250 | 97,368 | 1.68% | ||
| 12 | AMERIPRISE FINANCIAL INC | 7,023 | 94,000 | 1.63% | ||
| 13 | Thomas J. Herzfeld Advisors, Inc. | 2,650 | 36,000 | 0.62% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,165 | 29,000 | 0.50% | ||
| 15 | CITIGROUP INC | 908 | 12,000 | 0.21% | ||
| 16 | Ground Swell Capital, LLC | 280 | 4,000 | 0.07% | ||
| 17 | B. Riley Wealth Advisors, Inc. | 100 | 1,343 | 0.02% | ||
| 18 | Tower Research Capital LLC (TRC) | 4 | 0 | 0.00% | ||
| 19 | MSI Financial Services Inc | 22 | 0 | 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.
