| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IFP ADVISORS, INC | 100 | 1,000 | 0.02% | ||
| 2 | ROYAL BANK OF CANADA | 200 | 3,000 | 0.07% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 400 | 5,000 | 0.12% | ||
| 4 | Creative Planning | 869 | 11,000 | 0.27% | ||
| 5 | UBS Group AG | 1,832 | 24,000 | 0.59% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 2,700 | 35,000 | 0.86% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,496 | 45,000 | 1.10% | ||
| 8 | WELLS FARGO & COMPANY/MN | 14,201 | 182,000 | 4.45% | ||
| 9 | DOLIVER ADVISORS, LP | 20,079 | 258,000 | 6.31% | ||
| 10 | MORGAN STANLEY | 31,711 | 408,000 | 9.99% | ||
| 11 | Point View Wealth Management, Inc. | 45,004 | 578,000 | 14.15% | ||
| 12 | FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 91,310 | 1,172,000 | 28.68% | ||
| 13 | Karpus Management, Inc. | 106,247 | 1,364,000 | 33.38% |
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.
