| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 437,613 | 5,422,000 | 36.84% | ||
| 2 | Shaker Financial Services, LLC | 128,102 | 1,587,000 | 10.78% | ||
| 3 | RAYMOND JAMES & ASSOCIATES | 112,807 | 1,398,000 | 9.50% | ||
| 4 | 1607 Capital Partners, LLC | 87,707 | 1,087,000 | 7.38% | ||
| 5 | ROYAL BANK OF CANADA | 81,271 | 1,007,000 | 6.84% | ||
| 6 | Relative Value Partners, LLC | 59,869 | 742,000 | 5.04% | ||
| 7 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 57,100 | 707,000 | 4.80% | ||
| 8 | DOLIVER ADVISORS, LP | 50,479 | 625,000 | 4.25% | ||
| 9 | WELLS FARGO & COMPANY/MN | 45,428 | 563,000 | 3.82% | ||
| 10 | Ancora Advisors LLC | 40,500 | 502,000 | 3.41% | ||
| 11 | Bulldog Investors, LLP | 39,728 | 492,000 | 3.34% | ||
| 12 | UBS AG | 23,584 | 292,000 | 1.98% | ||
| 13 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8,294 | 103,000 | 0.70% | ||
| 14 | AMERICAN INTERNATIONAL GROUP, INC. | 8,000 | 99,120 | 0.67% | ||
| 15 | CITIGROUP INC | 5,905 | 74,000 | 0.50% | ||
| 16 | BANK OF AMERICA CORP /DE/ | 961 | 12,000 | 0.08% | ||
| 17 | Blume Capital Management, Inc. | 600 | 7,000 | 0.05% | ||
| 18 | Tower Research Capital LLC (TRC) | 36 | 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.
