| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 30,712 | 410,000 | 20.62% | ||
| 2 | MORGAN STANLEY | 27,610 | 368,000 | 18.51% | ||
| 3 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 20,800 | 277,000 | 13.93% | ||
| 4 | Oxbow Advisors, LLC | 17,110 | 228,000 | 11.47% | ||
| 5 | UBS AG | 14,367 | 192,000 | 9.66% | ||
| 6 | WELLS FARGO & COMPANY/MN | 13,963 | 187,000 | 9.41% | ||
| 7 | STALEY CAPITAL ADVISERS INC | 10,000 | 133,000 | 6.69% | ||
| 8 | Bartlett & Co. LLC | 5,000 | 67,000 | 3.37% | ||
| 9 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,300 | 57,000 | 2.87% | ||
| 10 | ROYAL BANK OF CANADA | 3,175 | 42,000 | 2.11% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 2,000 | 27,000 | 1.36% |
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.
