| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 84,612 | 1,195,000 | 48.82% | ||
| 2 | Tortoise Investment Management, LLC | 29,735 | 420,000 | 17.16% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 20,400 | 288,000 | 11.76% | ||
| 4 | UBS Group AG | 11,432 | 161,000 | 6.58% | ||
| 5 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 11,290 | 160,000 | 6.54% | ||
| 6 | WELLS FARGO & COMPANY/MN | 11,351 | 160,000 | 6.54% | ||
| 7 | ROYAL BANK OF CANADA | 4,200 | 59,000 | 2.41% | ||
| 8 | B. Riley Wealth Management, Inc. | 400 | 5,000 | 0.20% |
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.
