| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tortoise Investment Management, LLC | 75,934 | 1,011,000 | 36.38% | ||
| 2 | MORGAN STANLEY | 44,440 | 592,000 | 21.30% | ||
| 3 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 26,424 | 352,000 | 12.67% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 19,171 | 255,000 | 9.18% | ||
| 5 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 16,437 | 219,000 | 7.88% | ||
| 6 | WELLS FARGO & COMPANY/MN | 10,925 | 146,000 | 5.25% | ||
| 7 | UBS Group AG | 10,707 | 143,000 | 5.15% | ||
| 8 | ROYAL BANK OF CANADA | 3,000 | 40,000 | 1.44% | ||
| 9 | CITIGROUP INC | 1,095 | 15,000 | 0.54% | ||
| 10 | REZNY WEALTH MANAGEMENT, INC. | 500 | 6,000 | 0.22% |
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.
