| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | 86,519 | 974,000 | 24.11% | ||
| 2 | WELLS FARGO & COMPANY/MN | 69,701 | 785,000 | 19.43% | ||
| 3 | UBS Group AG | 35,965 | 405,000 | 10.02% | ||
| 4 | WOLVERINE ASSET MANAGEMENT LLC | 35,176 | 396,000 | 9.80% | ||
| 5 | LPL Financial LLC | 28,962 | 325,000 | 8.04% | ||
| 6 | Curi Capital, LLC | 17,769 | 200,000 | 4.95% | ||
| 7 | MORGAN STANLEY | 15,471 | 174,000 | 4.31% | ||
| 8 | Commonwealth Equity Services, Inc | 14,157 | 159,000 | 3.94% | ||
| 9 | Horizon Kinetics LLC | 11,415 | 129,000 | 3.19% | ||
| 10 | Diligent Investors, LLC | 11,118 | 125,000 | 3.09% | ||
| 11 | MARINER INVESTMENT GROUP LLC | 10,818 | 122,000 | 3.02% | ||
| 12 | Point View Wealth Management, Inc. | 10,148 | 114,000 | 2.82% | ||
| 13 | TCI Wealth Advisors, Inc. | 5,000 | 56,000 | 1.39% | ||
| 14 | Montecito Bank & Trust | 3,890 | 44,000 | 1.09% | ||
| 15 | BANK OF AMERICA CORP /DE/ | 1,500 | 17,000 | 0.42% | ||
| 16 | D.A. DAVIDSON & CO. | 1,000 | 11,000 | 0.27% | ||
| 17 | Transamerica Financial Advisors, LLC | 298 | 4,000 | 0.10% |
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.
