| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | 152,886 | 2,119,000 | 40.06% | ||
| 2 | UBS Group AG | 91,091 | 1,264,000 | 23.89% | ||
| 3 | WELLS FARGO & COMPANY/MN | 48,232 | 670,000 | 12.67% | ||
| 4 | LPL Financial LLC | 31,677 | 441,000 | 8.34% | ||
| 5 | Commonwealth Equity Services, Inc | 14,157 | 197,000 | 3.72% | ||
| 6 | Horizon Kinetics LLC | 12,315 | 171,000 | 3.23% | ||
| 7 | Diligent Investors, LLC | 11,118 | 154,000 | 2.91% | ||
| 8 | Point View Wealth Management, Inc. | 10,148 | 141,000 | 2.67% | ||
| 9 | MORGAN STANLEY | 5,124 | 71,000 | 1.34% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 3,000 | 42,000 | 0.79% | ||
| 11 | D.A. DAVIDSON & CO. | 1,000 | 13,000 | 0.25% | ||
| 12 | Tower Research Capital LLC (TRC) | 500 | 7,000 | 0.13% |
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.
