| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 401,898 | 10,206,000 | 48.92% | ||
| 2 | CABOT WEALTH MANAGEMENT INC | 178,805 | 4,541,000 | 21.76% | ||
| 3 | Tortoise Investment Management, LLC | 82,945 | 2,106,000 | 10.09% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 34,018 | 864,000 | 4.14% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,839 | 859,000 | 4.12% | ||
| 6 | LPL Financial LLC | 22,999 | 584,000 | 2.80% | ||
| 7 | Bank of New York Mellon Corp | 19,801 | 503,000 | 2.41% | ||
| 8 | MORGAN STANLEY | 19,308 | 490,000 | 2.35% | ||
| 9 | ROYAL BANK OF CANADA | 10,450 | 265,000 | 1.27% | ||
| 10 | PRINCIPAL FINANCIAL GROUP INC | 10,000 | 254,000 | 1.22% | ||
| 11 | AMERIPRISE FINANCIAL INC | 2,580 | 66,000 | 0.32% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,200 | 56,000 | 0.27% | ||
| 13 | UBS AG | 2,000 | 51,000 | 0.24% | ||
| 14 | AMERICAN INTERNATIONAL GROUP, INC. | 750 | 19,046 | 0.09% |
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.
