| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bulldog Investors, LLP | 607,114 | 449,000 | 75.59% | ||
| 2 | SYNOVUS FINANCIAL CORP | 51,394 | 38,000 | 6.40% | ||
| 3 | DIMENSIONAL FUND ADVISORS LP | 47,739 | 35,000 | 5.89% | ||
| 4 | LPL Financial LLC | 28,434 | 21,000 | 3.54% | ||
| 5 | Advisory Services Network, LLC | 24,588 | 18,000 | 3.03% | ||
| 6 | CITADEL ADVISORS LLC | 20,897 | 15,000 | 2.53% | ||
| 7 | GW HENSSLER & ASSOCIATES LTD | 19,021 | 14,000 | 2.36% | ||
| 8 | UBS AG | 5,704 | 4,000 | 0.67% | ||
| 9 | WELLS FARGO & COMPANY/MN | 4 | 0 | 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.
