| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 43,410 | 656,000 | 25.05% | ||
| 2 | LPL Financial LLC | 30,795 | 458,000 | 17.49% | ||
| 3 | MORGAN STANLEY | 20,846 | 315,000 | 12.03% | ||
| 4 | UBS Group AG | 14,563 | 220,000 | 8.40% | ||
| 5 | KEYBANK NATIONAL ASSOCIATION/OH | 13,844 | 209,000 | 7.98% | ||
| 6 | Advisory Services Network, LLC | 11,955 | 181,000 | 6.91% | ||
| 7 | WELLS FARGO & COMPANY/MN | 10,829 | 163,000 | 6.22% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 9,526 | 144,000 | 5.50% | ||
| 9 | FIFTH THIRD BANCORP | 4,215 | 64,000 | 2.44% | ||
| 10 | Commonwealth Financial Services, LLC | 3,500 | 53,000 | 2.02% | ||
| 11 | IFP ADVISORS, INC | 2,745 | 42,000 | 1.60% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,464 | 37,000 | 1.41% | ||
| 13 | ROYAL BANK OF CANADA | 2,000 | 30,000 | 1.15% | ||
| 14 | SARGENT BICKHAM LAGUDIS LLC | 1,743 | 26,000 | 0.99% | ||
| 15 | Creative Planning | 727 | 11,000 | 0.42% | ||
| 16 | Tower Research Capital LLC (TRC) | 663 | 10,000 | 0.38% |
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.
