| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PRING TURNER CAPITAL GROUP INC | 101,430 | 1,633,000 | 29.24% | ||
| 2 | Freedom Investment Management, Inc. | 61,518 | 990,000 | 17.73% | ||
| 3 | MORGAN STANLEY | 40,205 | 647,000 | 11.58% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 32,310 | 521,000 | 9.33% | ||
| 5 | AMERICAN INTERNATIONAL GROUP, INC. | 32,128 | 517,000 | 9.26% | ||
| 6 | UBS Group AG | 26,145 | 421,000 | 7.54% | ||
| 7 | SII INVESTMENTS INC/WI | 17,130 | 276,000 | 4.94% | ||
| 8 | JPMORGAN CHASE & CO | 12,287 | 198,000 | 3.55% | ||
| 9 | ROYAL BANK OF CANADA | 10,160 | 164,000 | 2.94% | ||
| 10 | First Horizon Advisors, Inc. | 6,102 | 102,000 | 1.83% | ||
| 11 | MSI Financial Services Inc | 6,316 | 102,000 | 1.83% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 409 | 7,000 | 0.13% | ||
| 13 | CITIGROUP INC | 300 | 5,000 | 0.09% | ||
| 14 | IFP ADVISORS, INC | 130 | 2,000 | 0.04% | ||
| 15 | Parallax Volatility Advisers, L.P. | 1 | 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.
