| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tortoise Investment Management, LLC | 80,180 | 1,301,000 | 29.11% | ||
| 2 | Advisors Asset Management, Inc. | 68,411 | 1,110,000 | 24.83% | ||
| 3 | MORGAN STANLEY | 41,311 | 670,000 | 14.99% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 21,400 | 347,000 | 7.76% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 19,426 | 315,000 | 7.05% | ||
| 6 | Evanson Asset Management, LLC | 18,300 | 297,000 | 6.64% | ||
| 7 | LPL Financial LLC | 12,873 | 209,000 | 4.68% | ||
| 8 | Efficient Market Advisors, LLC | 5,893 | 96,000 | 2.15% | ||
| 9 | WELLS FARGO & COMPANY/MN | 5,701 | 93,000 | 2.08% | ||
| 10 | CITIGROUP INC | 1,516 | 25,000 | 0.56% | ||
| 11 | ROYAL BANK OF CANADA | 200 | 3,000 | 0.07% | ||
| 12 | Ground Swell Capital, LLC | 132 | 2,000 | 0.04% | ||
| 13 | Tower Research Capital LLC (TRC) | 100 | 2,000 | 0.04% |
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.
