| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOLIVER ADVISORS, LP | 65,532 | 873,000 | 25.56% | ||
| 2 | MORGAN STANLEY | 31,097 | 414,000 | 12.12% | ||
| 3 | Commonwealth Equity Services, Inc | 30,058 | 401,000 | 11.74% | ||
| 4 | TWIN FOCUS CAPITAL PARTNERS, LLC | 26,895 | 358,000 | 10.48% | ||
| 5 | Tortoise Investment Management, LLC | 21,603 | 288,000 | 8.43% | ||
| 6 | LPL Financial LLC | 19,812 | 264,000 | 7.73% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 18,119 | 242,000 | 7.09% | ||
| 8 | Janney Montgomery Scott LLC | 11,300 | 150,609 | 4.41% | ||
| 9 | UBS AG | 9,707 | 130,000 | 3.81% | ||
| 10 | ROYAL BANK OF CANADA | 6,660 | 89,000 | 2.61% | ||
| 11 | Winslow, Evans & Crocker, Inc. | 5,762 | 76,796 | 2.25% | ||
| 12 | WELLS FARGO & COMPANY/MN | 5,098 | 68,000 | 1.99% | ||
| 13 | Apriem Advisors | 1,991 | 27,000 | 0.79% | ||
| 14 | FIFTH THIRD BANCORP | 644 | 9,000 | 0.26% | ||
| 15 | CITIGROUP INC | 565 | 8,000 | 0.23% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 552 | 7,000 | 0.20% | ||
| 17 | COLONY GROUP LLC | 375 | 5,000 | 0.15% | ||
| 18 | Tower Research Capital LLC (TRC) | 200 | 3,000 | 0.09% | ||
| 19 | BARCLAYS PLC | 131 | 2,000 | 0.06% |
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.
