| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 175,417 | 2,637,000 | 24.70% | ||
| 2 | Advisors Asset Management, Inc. | 139,098 | 2,091,000 | 19.59% | ||
| 3 | Karpus Management, Inc. | 129,868 | 1,952,000 | 18.28% | ||
| 4 | Nuveen Asset Management, LLC | 62,651 | 942,000 | 8.82% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 46,949 | 706,000 | 6.61% | ||
| 6 | MORGAN STANLEY | 32,117 | 483,000 | 4.52% | ||
| 7 | FIRST TRUST ADVISORS LP | 28,362 | 426,000 | 3.99% | ||
| 8 | FOSTER & MOTLEY INC | 20,904 | 314,000 | 2.94% | ||
| 9 | GOLDMAN SACHS GROUP INC | 19,269 | 290,000 | 2.72% | ||
| 10 | DOLIVER ADVISORS, LP | 14,937 | 225,000 | 2.11% | ||
| 11 | Segment Wealth Management, LLC | 14,401 | 216,000 | 2.02% | ||
| 12 | WELLS FARGO & COMPANY/MN | 13,847 | 208,000 | 1.95% | ||
| 13 | UBS AG | 5,598 | 84,000 | 0.79% | ||
| 14 | Bartlett & Co. LLC | 2,000 | 30,000 | 0.28% | ||
| 15 | Creative Planning | 1,801 | 27,000 | 0.25% | ||
| 16 | BANK OF AMERICA CORP /DE/ | 1,000 | 15,000 | 0.14% | ||
| 17 | GLENMEDE TRUST CO NA | 894 | 13,000 | 0.12% | ||
| 18 | WOLVERINE ASSET MANAGEMENT LLC | 800 | 12,000 | 0.11% | ||
| 19 | AMERIPRISE FINANCIAL INC | 230 | 3,000 | 0.03% | ||
| 20 | Ground Swell Capital, LLC | 162 | 2,000 | 0.02% | ||
| 21 | MSI Financial Services Inc | 16 | 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.
