| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 48,436 | 671,000 | 24.87% | ||
| 2 | LPL Financial LLC | 47,982 | 654,000 | 24.24% | ||
| 3 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 22,000 | 305,000 | 11.30% | ||
| 4 | UBS Group AG | 17,390 | 241,000 | 8.93% | ||
| 5 | Oxbow Advisors, LLC | 15,760 | 218,000 | 8.08% | ||
| 6 | WELLS FARGO & COMPANY/MN | 14,530 | 201,000 | 7.45% | ||
| 7 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 10,307 | 143,000 | 5.30% | ||
| 8 | STALEY CAPITAL ADVISERS INC | 10,000 | 138,000 | 5.11% | ||
| 9 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,300 | 60,000 | 2.22% | ||
| 10 | ROYAL BANK OF CANADA | 2,850 | 39,000 | 1.45% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 2,016 | 28,000 | 1.04% |
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.
