| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 52,164 | 692,000 | 28.68% | ||
| 2 | Tortoise Investment Management, LLC | 33,385 | 443,000 | 18.36% | ||
| 3 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 26,052 | 346,000 | 14.34% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 18,961 | 252,000 | 10.44% | ||
| 5 | UBS Group AG | 13,214 | 176,000 | 7.29% | ||
| 6 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 12,137 | 161,000 | 6.67% | ||
| 7 | WELLS FARGO & COMPANY/MN | 11,900 | 158,000 | 6.55% | ||
| 8 | WOLVERINE ASSET MANAGEMENT LLC | 8,670 | 115,000 | 4.77% | ||
| 9 | ROYAL BANK OF CANADA | 3,000 | 40,000 | 1.66% | ||
| 10 | CITIGROUP INC | 1,436 | 19,000 | 0.79% | ||
| 11 | REZNY WEALTH MANAGEMENT, INC. | 500 | 6,000 | 0.25% | ||
| 12 | B. Riley Wealth Management, Inc. | 400 | 5,000 | 0.21% |
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.
