| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 61,859 | 869,000 | 27.56% | ||
| 2 | LPL Financial LLC | 48,537 | 683,000 | 21.66% | ||
| 3 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 22,000 | 309,000 | 9.80% | ||
| 4 | WELLS FARGO & COMPANY/MN | 18,674 | 262,000 | 8.31% | ||
| 5 | Oxbow Advisors, LLC | 15,760 | 221,000 | 7.01% | ||
| 6 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11,816 | 166,000 | 5.26% | ||
| 7 | UBS Group AG | 10,890 | 153,000 | 4.85% | ||
| 8 | WEDBUSH SECURITIES INC | 10,698 | 150,000 | 4.76% | ||
| 9 | STALEY CAPITAL ADVISERS INC | 10,000 | 140,000 | 4.44% | ||
| 10 | Creative Planning | 5,000 | 70,000 | 2.22% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,300 | 60,000 | 1.90% | ||
| 12 | ROYAL BANK OF CANADA | 2,991 | 42,000 | 1.33% | ||
| 13 | BANK OF AMERICA CORP /DE/ | 2,017 | 28,000 | 0.89% |
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.
