| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 59,465 | 875,000 | 22.55% | ||
| 2 | Commonwealth Equity Services, Inc | 33,940 | 500,000 | 12.88% | ||
| 3 | MORGAN STANLEY | 30,531 | 449,000 | 11.57% | ||
| 4 | Tortoise Investment Management, LLC | 27,453 | 404,000 | 10.41% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 25,388 | 374,000 | 9.64% | ||
| 6 | UBS Group AG | 20,065 | 295,000 | 7.60% | ||
| 7 | PROFICIO CAPITAL PARTNERS LLC | 19,204 | 283,000 | 7.29% | ||
| 8 | TWIN FOCUS CAPITAL PARTNERS, LLC | 14,758 | 217,000 | 5.59% | ||
| 9 | M&T BANK CORP | 10,200 | 149,000 | 3.84% | ||
| 10 | ROYAL BANK OF CANADA | 9,101 | 134,000 | 3.45% | ||
| 11 | WELLS FARGO & COMPANY/MN | 7,039 | 103,000 | 2.65% | ||
| 12 | Winslow, Evans & Crocker, Inc. | 3,450 | 50,784 | 1.31% | ||
| 13 | Apriem Advisors | 2,200 | 32,000 | 0.82% | ||
| 14 | Brick & Kyle, Associates | 975 | 14,000 | 0.36% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 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.
