| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 466,063 | 2,788,000 | 24.60% | ||
| 2 | DOLIVER ADVISORS, LP | 449,081 | 2,686,000 | 23.70% | ||
| 3 | WELLS FARGO & COMPANY/MN | 168,680 | 1,009,000 | 8.90% | ||
| 4 | GUGGENHEIM CAPITAL LLC | 154,883 | 926,000 | 8.17% | ||
| 5 | Koshinski Asset Management, Inc. | 122,533 | 733,000 | 6.47% | ||
| 6 | SIT INVESTMENT ASSOCIATES INC | 81,371 | 487,000 | 4.30% | ||
| 7 | Invesco Ltd. | 71,428 | 427,000 | 3.77% | ||
| 8 | SG Americas Securities, LLC | 67,890 | 406,000 | 3.58% | ||
| 9 | Coe Capital Management, LLC | 50,000 | 299,000 | 2.64% | ||
| 10 | First Allied Advisory Services, Inc. | 47,850 | 284,000 | 2.51% | ||
| 11 | GSA CAPITAL PARTNERS LLP | 40,000 | 239,000 | 2.11% | ||
| 12 | TFS CAPITAL LLC | 39,565 | 237,000 | 2.09% | ||
| 13 | OPPENHEIMER & CO INC | 34,634 | 207,000 | 1.83% | ||
| 14 | Virtu KCG Holdings LLC | 27,870 | 167,000 | 1.47% | ||
| 15 | LPL Financial LLC | 13,800 | 85,000 | 0.75% | ||
| 16 | ROYAL BANK OF CANADA | 13,765 | 82,000 | 0.72% | ||
| 17 | UBS Group AG | 11,262 | 67,000 | 0.59% | ||
| 18 | Thomas J. Herzfeld Advisors, Inc. | 10,000 | 60,000 | 0.53% | ||
| 19 | CITIGROUP INC | 9,736 | 58,000 | 0.51% | ||
| 20 | MOSAIC FAMILY WEALTH, LLC | 6,382 | 38,000 | 0.34% | ||
| 21 | NEXT Financial Group, Inc | 3,000 | 17,000 | 0.15% | ||
| 22 | SYNOVUS FINANCIAL CORP | 2,500 | 15,000 | 0.13% | ||
| 23 | Tower Research Capital LLC (TRC) | 1,353 | 8,000 | 0.07% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,250 | 7,000 | 0.06% | ||
| 25 | AMERICAN INTERNATIONAL GROUP, INC. | 363 | 2,000 | 0.02% |
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.
