| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tortoise Investment Management, LLC | 84,180 | 1,407,000 | 33.48% | ||
| 2 | MORGAN STANLEY | 39,400 | 658,000 | 15.66% | ||
| 3 | Advisors Asset Management, Inc. | 33,575 | 562,000 | 13.37% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 25,276 | 422,000 | 10.04% | ||
| 5 | LPL Financial LLC | 18,642 | 312,000 | 7.42% | ||
| 6 | Evanson Asset Management, LLC | 18,300 | 306,000 | 7.28% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 16,900 | 282,000 | 6.71% | ||
| 8 | Efficient Market Advisors, LLC | 5,893 | 98,000 | 2.33% | ||
| 9 | WELLS FARGO & COMPANY/MN | 5,701 | 95,000 | 2.26% | ||
| 10 | CITIGROUP INC | 3,142 | 52,000 | 1.24% | ||
| 11 | NATIONAL PLANNING CORP | 300 | 5,094 | 0.12% | ||
| 12 | ROYAL BANK OF CANADA | 200 | 3,000 | 0.07% |
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.
