| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bouchey Financial Group Ltd | 165,655 | 2,646,000 | 28.04% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 138,007 | 2,204,000 | 23.35% | ||
| 3 | Invesco Ltd. | 128,477 | 2,052,000 | 21.74% | ||
| 4 | Horizon Kinetics LLC | 37,861 | 605,000 | 6.41% | ||
| 5 | LAZARD ASSET MANAGEMENT LLC | 28,900 | 461,000 | 4.89% | PRN | |
| 6 | NWAM LLC | 27,000 | 431,000 | 4.57% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 23,185 | 370,000 | 3.92% | ||
| 8 | MORGAN STANLEY | 14,163 | 226,000 | 2.39% | ||
| 9 | Joel Isaacson & Co., LLC | 10,000 | 160,000 | 1.70% | ||
| 10 | WELLS FARGO & COMPANY/MN | 7,529 | 120,000 | 1.27% | ||
| 11 | ROYAL BANK OF CANADA | 6,600 | 105,000 | 1.11% | ||
| 12 | MSI Financial Services Inc | 1,062 | 17,000 | 0.18% | ||
| 13 | UBS Group AG | 995 | 16,000 | 0.17% | ||
| 14 | Focused Wealth Management, Inc | 725 | 12,000 | 0.13% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 725 | 12,000 | 0.13% |
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.
