| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tortoise Investment Management, LLC | 67,215 | 1,102,000 | 30.07% | ||
| 2 | MORGAN STANLEY | 34,232 | 562,000 | 15.33% | ||
| 3 | LPL Financial LLC | 28,365 | 461,000 | 12.58% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 25,631 | 420,000 | 11.46% | ||
| 5 | Advisors Asset Management, Inc. | 21,413 | 351,000 | 9.58% | ||
| 6 | Evanson Asset Management, LLC | 18,300 | 300,000 | 8.19% | ||
| 7 | UBS Group AG | 14,744 | 242,000 | 6.60% | ||
| 8 | Efficient Market Advisors, LLC | 5,893 | 97,000 | 2.65% | ||
| 9 | WELLS FARGO & COMPANY/MN | 5,700 | 93,000 | 2.54% | ||
| 10 | CITIGROUP INC | 2,039 | 34,000 | 0.93% | ||
| 11 | ROYAL BANK OF CANADA | 200 | 3,000 | 0.08% |
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.
