| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | UBS Group AG | 113,731 | 619,000 | 1.00% | ||
| 52 | FIDUCIARY TRUST CO | 143,068 | 778,000 | 1.25% | ||
| 53 | MSI Financial Services Inc | 160,388 | 873,000 | 1.40% | ||
| 54 | DIXON HUBARD FEINOUR & BROWN INC/VA | 164,900 | 897,000 | 1.44% | ||
| 55 | BRAVE ASSET MANAGEMENT INC | 183,769 | 1,000,000 | 1.61% | ||
| 56 | Merriman Wealth Management, LLC | 210,290 | 1,144,000 | 1.84% | ||
| 57 | Concert Wealth Management Inc. | 246,797 | 1,341,000 | 2.16% | ||
| 58 | MORGAN STANLEY | 324,787 | 1,767,000 | 2.84% | ||
| 59 | WELLS FARGO & COMPANY/MN | 390,552 | 2,125,000 | 3.42% | ||
| 60 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 498,890 | 2,714,000 | 4.36% | ||
| 61 | WESCAP MANAGEMENT GROUP, INC. | 545,859 | 2,969,000 | 4.77% | ||
| 62 | Invesco Ltd. | 673,257 | 3,663,000 | 5.89% | ||
| 63 | Northside Capital Management, LLC | 1,251,975 | 6,811,000 | 10.95% | ||
| 64 | RELATIVE VALUE PARTNERS GROUP, LLC | 5,203,924 | 28,309,000 | 45.52% |
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.
