| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 78,117 | 1,960,000 | 20.17% | ||
| 2 | UBS Group AG | 66,569 | 1,670,000 | 17.19% | ||
| 3 | Tortoise Investment Management, LLC | 53,299 | 1,337,000 | 13.76% | ||
| 4 | Asset Management Group, Inc. | 44,956 | 1,128,000 | 11.61% | ||
| 5 | WELLS FARGO & COMPANY/MN | 39,433 | 989,000 | 10.18% | ||
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,861 | 774,000 | 7.97% | ||
| 7 | MORGAN STANLEY | 25,583 | 642,000 | 6.61% | ||
| 8 | MSI Financial Services Inc | 12,103 | 304,000 | 3.13% | ||
| 9 | United Asset Strategies, Inc. | 9,963 | 250,000 | 2.57% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 9,831 | 246,000 | 2.53% | ||
| 11 | IFP ADVISORS, INC | 6,800 | 171,000 | 1.76% | ||
| 12 | CITIGROUP INC | 5,090 | 128,000 | 1.32% | ||
| 13 | ADVISOR GROUP, INC. | 3,204 | 80,000 | 0.82% | ||
| 14 | ROYAL BANK OF CANADA | 930 | 24,000 | 0.25% | ||
| 15 | NEXT Financial Group, Inc | 500 | 13,000 | 0.13% |
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.
