| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOLIVER ADVISORS, LP | 50,778 | 673,000 | 20.20% | ||
| 2 | MORGAN STANLEY | 33,508 | 445,000 | 13.36% | ||
| 3 | Tortoise Investment Management, LLC | 30,603 | 406,000 | 12.19% | ||
| 4 | Commonwealth Equity Services, Inc | 30,082 | 399,000 | 11.98% | ||
| 5 | LPL Financial LLC | 25,142 | 332,000 | 9.96% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 18,167 | 241,000 | 7.23% | ||
| 7 | TWIN FOCUS CAPITAL PARTNERS, LLC | 14,758 | 196,000 | 5.88% | ||
| 8 | UBS AG | 12,705 | 168,000 | 5.04% | ||
| 9 | Janney Montgomery Scott LLC | 11,420 | 151,434 | 4.55% | ||
| 10 | Winslow, Evans & Crocker, Inc. | 9,000 | 119,328 | 3.58% | ||
| 11 | ROYAL BANK OF CANADA | 8,401 | 111,000 | 3.33% | ||
| 12 | WELLS FARGO & COMPANY/MN | 5,099 | 68,000 | 2.04% | ||
| 13 | FIFTH THIRD BANCORP | 644 | 9,000 | 0.27% | ||
| 14 | CITIGROUP INC | 561 | 7,000 | 0.21% | ||
| 15 | COLONY GROUP LLC | 375 | 5,000 | 0.15% | ||
| 16 | Ground Swell Capital, LLC | 100 | 1,000 | 0.03% |
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.
