| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Inc | 34,326 | 520,000 | 14.81% | ||
| 2 | MORGAN STANLEY | 33,249 | 504,000 | 14.35% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 31,488 | 477,000 | 13.58% | ||
| 4 | LPL Financial LLC | 31,090 | 472,000 | 13.44% | ||
| 5 | ROYAL BANK OF CANADA | 23,699 | 359,000 | 10.22% | ||
| 6 | UBS Group AG | 22,960 | 347,000 | 9.88% | ||
| 7 | TWIN FOCUS CAPITAL PARTNERS, LLC | 14,758 | 224,000 | 6.38% | ||
| 8 | Tortoise Investment Management, LLC | 12,522 | 190,000 | 5.41% | ||
| 9 | Janney Montgomery Scott LLC | 12,474 | 189,000 | 5.38% | ||
| 10 | WELLS FARGO & COMPANY/MN | 6,345 | 96,000 | 2.73% | ||
| 11 | Winslow, Evans & Crocker, Inc. | 4,950 | 74,982 | 2.14% | ||
| 12 | Apriem Advisors | 2,200 | 33,000 | 0.94% | ||
| 13 | Brick & Kyle, Associates | 975 | 15,000 | 0.43% | ||
| 14 | Tower Research Capital LLC (TRC) | 600 | 9,000 | 0.26% | ||
| 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.
