| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tower Research Capital LLC (TRC) | 623 | 10,000 | 0.27% | ||
| 2 | Creative Planning | 727 | 11,000 | 0.30% | ||
| 3 | SARGENT BICKHAM LAGUDIS LLC | 1,743 | 27,000 | 0.74% | ||
| 4 | ROYAL BANK OF CANADA | 2,000 | 32,000 | 0.88% | ||
| 5 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,438 | 38,000 | 1.04% | ||
| 6 | IFP ADVISORS, INC | 2,745 | 43,000 | 1.18% | ||
| 7 | FIFTH THIRD BANCORP | 3,000 | 47,000 | 1.29% | ||
| 8 | Commonwealth Financial Services, LLC | 3,500 | 55,000 | 1.51% | ||
| 9 | Advisory Services Network, LLC | 5,311 | 84,000 | 2.30% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 9,656 | 152,000 | 4.16% | ||
| 11 | WELLS FARGO & COMPANY/MN | 10,202 | 161,000 | 4.41% | ||
| 12 | KEYBANK NATIONAL ASSOCIATION/OH | 13,844 | 218,000 | 5.97% | ||
| 13 | UBS Group AG | 15,964 | 252,000 | 6.90% | ||
| 14 | MORGAN STANLEY | 21,911 | 345,000 | 9.45% | ||
| 15 | LPL Financial LLC | 39,168 | 623,000 | 17.07% | ||
| 16 | Karpus Management, Inc. | 98,556 | 1,552,000 | 42.52% |
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.
