| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Samson Capital Advisors LLC | 41,715 | 552,000 | 16.19% | ||
| 2 | MORGAN STANLEY | 38,309 | 507,000 | 14.87% | ||
| 3 | Commonwealth Equity Services, Inc | 36,656 | 485,000 | 14.22% | ||
| 4 | Tortoise Investment Management, LLC | 30,603 | 405,000 | 11.88% | ||
| 5 | LPL Financial LLC | 24,045 | 318,000 | 9.33% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 18,444 | 245,000 | 7.19% | ||
| 7 | TWIN FOCUS CAPITAL PARTNERS, LLC | 14,758 | 195,000 | 5.72% | ||
| 8 | UBS Group AG | 11,883 | 158,000 | 4.63% | ||
| 9 | Janney Montgomery Scott LLC | 11,590 | 153,455 | 4.50% | ||
| 10 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 10,080 | 133,000 | 3.90% | ||
| 11 | WELLS FARGO & COMPANY/MN | 8,681 | 115,000 | 3.37% | ||
| 12 | ROYAL BANK OF CANADA | 8,455 | 112,000 | 3.28% | ||
| 13 | Winslow, Evans & Crocker, Inc. | 1,000 | 13,228 | 0.39% | ||
| 14 | Brick & Kyle, Associates | 975 | 13,000 | 0.38% | ||
| 15 | COLONY GROUP LLC | 375 | 5,000 | 0.15% |
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.
