| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 43,166 | 612,000 | 25.17% | ||
| 2 | MORGAN STANLEY | 42,141 | 597,000 | 24.56% | ||
| 3 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 20,800 | 295,000 | 12.13% | ||
| 4 | Oxbow Advisors, LLC | 17,110 | 242,000 | 9.95% | ||
| 5 | UBS Group AG | 15,890 | 225,000 | 9.26% | ||
| 6 | WELLS FARGO & COMPANY/MN | 11,863 | 168,000 | 6.91% | ||
| 7 | STALEY CAPITAL ADVISERS INC | 10,000 | 142,000 | 5.84% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,300 | 61,000 | 2.51% | ||
| 9 | ROYAL BANK OF CANADA | 3,175 | 45,000 | 1.85% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 2,015 | 29,000 | 1.19% | ||
| 11 | WOLVERINE ASSET MANAGEMENT LLC | 1,082 | 15,000 | 0.62% |
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.
