| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 22,358 | 332,000 | 16.86% | ||
| 2 | Penbrook Management LLC | 20,000 | 297,000 | 15.08% | ||
| 3 | MORGAN STANLEY | 16,969 | 252,000 | 12.80% | ||
| 4 | LPL Financial LLC | 13,099 | 196,000 | 9.95% | ||
| 5 | Tortoise Investment Management, LLC | 12,200 | 181,000 | 9.19% | ||
| 6 | Janney Montgomery Scott LLC | 11,000 | 163,000 | 8.28% | ||
| 7 | ROYAL BANK OF CANADA | 7,966 | 118,000 | 5.99% | ||
| 8 | UBS Group AG | 6,504 | 97,000 | 4.93% | ||
| 9 | WELLS FARGO & COMPANY/MN | 5,901 | 88,000 | 4.47% | ||
| 10 | Edge Wealth Management LLC | 5,000 | 74,000 | 3.76% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 4,050 | 60,000 | 3.05% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,500 | 52,000 | 2.64% | ||
| 13 | CITIGROUP INC | 3,143 | 46,000 | 2.34% | ||
| 14 | MSI Financial Services Inc | 845 | 13,000 | 0.66% |
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.
