| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 37,342 | 506,000 | 23.43% | ||
| 2 | LPL Financial LLC | 29,654 | 402,000 | 18.61% | ||
| 3 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 20,800 | 282,000 | 13.06% | ||
| 4 | Oxbow Advisors, LLC | 17,110 | 232,000 | 10.74% | ||
| 5 | WELLS FARGO & COMPANY/MN | 13,962 | 189,000 | 8.75% | ||
| 6 | UBS AG | 12,897 | 175,000 | 8.10% | ||
| 7 | STALEY CAPITAL ADVISERS INC | 10,000 | 136,000 | 6.30% | ||
| 8 | Bartlett & Co. LLC | 5,000 | 68,000 | 3.15% | ||
| 9 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,300 | 58,000 | 2.69% | ||
| 10 | ROYAL BANK OF CANADA | 3,175 | 43,000 | 1.99% | ||
| 11 | WOLVERINE ASSET MANAGEMENT LLC | 3,057 | 41,000 | 1.90% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 2,000 | 27,000 | 1.25% | ||
| 13 | Ground Swell Capital, LLC | 64 | 1,000 | 0.05% |
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.
