| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Inc | 37,126 | 497,000 | 14.34% | ||
| 2 | MORGAN STANLEY | 35,555 | 477,000 | 13.76% | ||
| 3 | Samson Capital Advisors LLC | 35,502 | 476,000 | 13.73% | ||
| 4 | Tortoise Investment Management, LLC | 30,603 | 410,000 | 11.83% | ||
| 5 | LPL Financial LLC | 22,767 | 305,000 | 8.80% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 17,002 | 228,000 | 6.58% | ||
| 7 | AQR ARBITRAGE LLC | 16,958 | 227,000 | 6.55% | ||
| 8 | TWIN FOCUS CAPITAL PARTNERS, LLC | 14,758 | 198,000 | 5.71% | ||
| 9 | Janney Montgomery Scott LLC | 11,676 | 156,000 | 4.50% | ||
| 10 | UBS Group AG | 11,287 | 152,000 | 4.38% | ||
| 11 | ROYAL BANK OF CANADA | 8,483 | 114,000 | 3.29% | ||
| 12 | WELLS FARGO & COMPANY/MN | 6,995 | 94,000 | 2.71% | ||
| 13 | WOLVERINE ASSET MANAGEMENT LLC | 5,124 | 68,000 | 1.96% | ||
| 14 | CITIGROUP INC | 2,818 | 38,000 | 1.10% | ||
| 15 | Winslow, Evans & Crocker, Inc. | 1,000 | 13,388 | 0.39% | ||
| 16 | Brick & Kyle, Associates | 975 | 13,000 | 0.38% |
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.
