| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tortoise Investment Management, LLC | 77,613 | 1,291,000 | 29.70% | ||
| 2 | MORGAN STANLEY | 38,837 | 646,000 | 14.86% | ||
| 3 | Advisors Asset Management, Inc. | 30,372 | 503,000 | 11.57% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 25,327 | 421,000 | 9.68% | ||
| 5 | LPL Financial LLC | 22,384 | 371,000 | 8.53% | ||
| 6 | Evanson Asset Management, LLC | 18,300 | 305,000 | 7.02% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 15,450 | 257,000 | 5.91% | ||
| 8 | UBS Group AG | 14,805 | 247,000 | 5.68% | ||
| 9 | WELLS FARGO & COMPANY/MN | 6,701 | 112,000 | 2.58% | ||
| 10 | Efficient Market Advisors, LLC | 5,893 | 98,000 | 2.25% | ||
| 11 | ROYAL BANK OF CANADA | 4,287 | 71,000 | 1.63% | ||
| 12 | CITIGROUP INC | 1,516 | 25,000 | 0.58% |
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.
