| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 44,586 | 651,000 | 27.60% | ||
| 2 | LPL Financial LLC | 29,684 | 428,000 | 18.14% | ||
| 3 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 20,800 | 304,000 | 12.89% | ||
| 4 | Oxbow Advisors, LLC | 17,110 | 250,000 | 10.60% | ||
| 5 | UBS AG | 13,390 | 196,000 | 8.31% | ||
| 6 | WELLS FARGO & COMPANY/MN | 11,864 | 173,000 | 7.33% | ||
| 7 | STALEY CAPITAL ADVISERS INC | 10,000 | 146,000 | 6.19% | ||
| 8 | Bartlett & Co. LLC | 5,000 | 73,000 | 3.09% | ||
| 9 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,300 | 63,000 | 2.67% | ||
| 10 | ROYAL BANK OF CANADA | 3,175 | 46,000 | 1.95% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 2,015 | 29,000 | 1.23% |
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.
