| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Inc | 37,851 | 510,000 | 18.10% | ||
| 2 | MORGAN STANLEY | 35,245 | 475,000 | 16.86% | ||
| 3 | Tortoise Investment Management, LLC | 30,603 | 413,000 | 14.66% | ||
| 4 | LPL Financial LLC | 25,307 | 346,000 | 12.28% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 17,502 | 236,000 | 8.38% | ||
| 6 | UBS Group AG | 16,889 | 227,000 | 8.06% | ||
| 7 | TWIN FOCUS CAPITAL PARTNERS, LLC | 14,758 | 199,000 | 7.06% | ||
| 8 | Janney Montgomery Scott LLC | 11,950 | 161,000 | 5.71% | ||
| 9 | ROYAL BANK OF CANADA | 8,571 | 116,000 | 4.12% | ||
| 10 | WELLS FARGO & COMPANY/MN | 6,019 | 81,000 | 2.87% | ||
| 11 | CITIGROUP INC | 1,573 | 21,000 | 0.75% | ||
| 12 | Brick & Kyle, Associates | 975 | 13,000 | 0.46% | ||
| 13 | Winslow, Evans & Crocker, Inc. | 800 | 10,784 | 0.38% | ||
| 14 | MSI Financial Services Inc | 679 | 9,000 | 0.32% |
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.
