| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Inc | 32,985 | 521,000 | 15.22% | ||
| 2 | LPL Financial LLC | 30,983 | 492,000 | 14.37% | ||
| 3 | MORGAN STANLEY | 29,530 | 466,000 | 13.61% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 27,602 | 435,000 | 12.71% | ||
| 5 | ROYAL BANK OF CANADA | 23,601 | 372,000 | 10.87% | ||
| 6 | Tortoise Investment Management, LLC | 18,009 | 284,000 | 8.30% | ||
| 7 | UBS Group AG | 15,486 | 244,000 | 7.13% | ||
| 8 | TWIN FOCUS CAPITAL PARTNERS, LLC | 14,758 | 233,000 | 6.81% | ||
| 9 | Janney Montgomery Scott LLC | 12,134 | 167,000 | 4.88% | ||
| 10 | WELLS FARGO & COMPANY/MN | 5,845 | 92,000 | 2.69% | ||
| 11 | Winslow, Evans & Crocker, Inc. | 4,000 | 63,120 | 1.84% | ||
| 12 | Apriem Advisors | 2,200 | 35,000 | 1.02% | ||
| 13 | Brick & Kyle, Associates | 975 | 15,000 | 0.44% | ||
| 14 | Tower Research Capital LLC (TRC) | 100 | 2,000 | 0.06% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 100 | 2,000 | 0.06% |
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.
