| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tortoise Investment Management, LLC | 83,555 | 2,045,000 | 18.94% | ||
| 2 | UBS Group AG | 83,169 | 2,036,000 | 18.85% | ||
| 3 | Bouchey Financial Group Ltd | 74,176 | 1,816,000 | 16.81% | ||
| 4 | MORGAN STANLEY | 53,966 | 1,321,000 | 12.23% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 44,637 | 1,092,000 | 10.11% | ||
| 6 | Asset Management Group, Inc. | 33,614 | 823,000 | 7.62% | ||
| 7 | United Asset Strategies, Inc. | 21,460 | 521,000 | 4.82% | ||
| 8 | WELLS FARGO & COMPANY/MN | 20,145 | 493,000 | 4.56% | ||
| 9 | ALESCO ADVISORS LLC | 13,225 | 324,000 | 3.00% | ||
| 10 | ROYAL BANK OF CANADA | 5,446 | 133,000 | 1.23% | ||
| 11 | CITIGROUP INC | 3,318 | 81,000 | 0.75% | ||
| 12 | MANAGED ACCOUNT ADVISORS LLC | 2,607 | 64,000 | 0.59% | ||
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,065 | 51,000 | 0.47% |
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.
