| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 787,859 | 9,391,000 | 16.61% | ||
| 2 | COHEN & STEERS CAPITAL MANAGEMENT INC | 724,103 | 8,631,000 | 15.26% | ||
| 3 | COHEN & STEERS, INC. | 724,103 | 8,631,000 | 15.26% | ||
| 4 | Invesco Ltd. | 555,261 | 6,619,000 | 11.71% | ||
| 5 | LPL Financial LLC | 332,871 | 3,951,000 | 6.99% | ||
| 6 | Advisors Asset Management, Inc. | 309,691 | 3,692,000 | 6.53% | ||
| 7 | GUGGENHEIM CAPITAL LLC | 195,177 | 2,326,000 | 4.11% | ||
| 8 | CLOUGH CAPITAL PARTNERS L P | 191,000 | 2,269,000 | 4.01% | ||
| 9 | CORNERSTONE ADVISORS INC | 185,148 | 2,207,000 | 3.90% | ||
| 10 | Whitnell & Co. | 162,827 | 1,941,000 | 3.43% | ||
| 11 | Oxbow Advisors, LLC | 119,725 | 1,427,000 | 2.52% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 119,384 | 1,423,000 | 2.52% | ||
| 13 | UBS Group AG | 73,039 | 871,000 | 1.54% | ||
| 14 | MSI Financial Services Inc | 38,627 | 460,000 | 0.81% | ||
| 15 | BRUDERMAN ASSET MANAGEMENT, LLC | 34,833 | 415,000 | 0.73% | ||
| 16 | WELLS FARGO & COMPANY/MN | 24,861 | 296,000 | 0.52% | ||
| 17 | WFG Advisors, LP | 23,306 | 278,000 | 0.49% | ||
| 18 | Cambridge Investment Research Advisors, Inc. | 21,481 | 256,000 | 0.45% | ||
| 19 | Summit Asset Management, LLC | 17,800 | 212,000 | 0.37% | ||
| 20 | Yellowstone Partners, LLC | 16,536 | 197,000 | 0.35% | ||
| 21 | ROYAL BANK OF CANADA | 14,622 | 174,000 | 0.31% | ||
| 22 | Fusion Investment Group, LLC | 13,772 | 164,000 | 0.29% | ||
| 23 | RMR Advisors LLC | 12,861 | 153,000 | 0.27% | ||
| 24 | JMG Financial Group, Ltd. | 11,828 | 141,000 | 0.25% | ||
| 25 | Investors Capital Advisory Services | 11,305 | 134,000 | 0.24% | ||
| 26 | CITIGROUP INC | 8,521 | 102,000 | 0.18% | ||
| 27 | Gemmer Asset Management LLC | 3,300 | 65,000 | 0.11% | ||
| 28 | PNC FINANCIAL SERVICES GROUP, INC. | 2,600 | 31,000 | 0.05% | ||
| 29 | AMERICAN INTERNATIONAL GROUP, INC. | 2,333 | 27,809 | 0.05% | ||
| 30 | DEUTSCHE BANK AG\ | 2,000 | 22,000 | 0.04% | ||
| 31 | Hoxton Financial, Inc. | 1,500 | 18,000 | 0.03% | ||
| 32 | Advisory Services Network, LLC | 481 | 6,000 | 0.01% | ||
| 33 | FIFTH THIRD BANCORP | 300 | 4,000 | 0.01% | ||
| 34 | Pinnacle Summer Investments, Inc. | 280 | 3,000 | 0.01% | ||
| 35 | Blume Capital Management, Inc. | 150 | 2,000 | 0.00% | ||
| 36 | BANK OF MONTREAL /CAN/ | 196 | 2,000 | 0.00% | ||
| 37 | D.A. DAVIDSON & CO. | 100 | 1,000 | 0.00% | ||
| 38 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 100 | 1,000 | 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.
