| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,070,895 | 13,664,000 | 29.80% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 772,254 | 9,854,000 | 21.49% | ||
| 3 | CORNERSTONE ADVISORS INC | 338,773 | 4,323,000 | 9.43% | ||
| 4 | GUGGENHEIM CAPITAL LLC | 276,362 | 3,526,000 | 7.69% | ||
| 5 | UBS AG | 208,116 | 2,655,000 | 5.79% | ||
| 6 | BB&T SECURITIES, LLC | 20,800 | 2,654,000 | 5.79% | ||
| 7 | AMERIPRISE FINANCIAL INC | 177,298 | 2,308,000 | 5.03% | ||
| 8 | WELLS FARGO & COMPANY/MN | 136,874 | 1,746,000 | 3.81% | ||
| 9 | WOLVERINE ASSET MANAGEMENT LLC | 133,139 | 1,698,000 | 3.70% | ||
| 10 | Karpus Management, Inc. | 81,238 | 1,037,000 | 2.26% | ||
| 11 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 55,713 | 711,000 | 1.55% | ||
| 12 | 1607 Capital Partners, LLC | 51,167 | 653,000 | 1.42% | ||
| 13 | Cetera Advisor Networks LLC | 29,152 | 374,000 | 0.82% | ||
| 14 | Shaker Financial Services, LLC | 23,648 | 302,000 | 0.66% | ||
| 15 | JANE STREET GROUP, LLC | 10,749 | 137,000 | 0.30% | ||
| 16 | ROYAL BANK OF CANADA | 6,755 | 86,000 | 0.19% | ||
| 17 | CITIGROUP INC | 5,967 | 76,000 | 0.17% | ||
| 18 | BARCLAYS PLC | 2,000 | 24,000 | 0.05% | ||
| 19 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 800 | 10,000 | 0.02% | ||
| 20 | MSI Financial Services Inc | 710 | 9,000 | 0.02% | ||
| 21 | Clearbridge Investments, LLC | 500 | 6,000 | 0.01% | ||
| 22 | NEW ENGLAND SECURITIES CORP /MA/ | 150 | 2,000 | 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.
