| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 43,410 | 589,000 | 20.12% | ||
| 2 | LPL Financial LLC | 36,351 | 500,000 | 17.08% | ||
| 3 | Private Advisor Group, LLC | 26,775 | 376,000 | 12.85% | ||
| 4 | UBS Group AG | 18,193 | 247,000 | 8.44% | ||
| 5 | MORGAN STANLEY | 18,098 | 246,000 | 8.40% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 15,460 | 210,000 | 7.17% | ||
| 7 | KEYBANK NATIONAL ASSOCIATION/OH | 13,844 | 188,000 | 6.42% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 11,750 | 160,000 | 5.47% | ||
| 9 | WELLS FARGO & COMPANY/MN | 9,703 | 132,000 | 4.51% | ||
| 10 | WOLVERINE ASSET MANAGEMENT LLC | 4,137 | 56,000 | 1.91% | ||
| 11 | Commonwealth Financial Services, LLC | 3,500 | 50,000 | 1.71% | ||
| 12 | FIFTH THIRD BANCORP | 3,000 | 41,000 | 1.40% | ||
| 13 | IFP ADVISORS, INC | 2,745 | 37,000 | 1.26% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,491 | 34,000 | 1.16% | ||
| 15 | ROYAL BANK OF CANADA | 2,000 | 27,000 | 0.92% | ||
| 16 | SARGENT BICKHAM LAGUDIS LLC | 1,743 | 24,000 | 0.82% | ||
| 17 | Creative Planning | 727 | 10,000 | 0.34% |
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.
