| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tower Research Capital LLC (TRC) | 390 | 7,000 | 0.19% | ||
| 2 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 500 | 9,000 | 0.24% | ||
| 3 | ROYAL BANK OF CANADA | 1,294 | 23,000 | 0.62% | ||
| 4 | CITIGROUP INC | 1,792 | 32,000 | 0.86% | ||
| 5 | WELLS FARGO & COMPANY/MN | 9,445 | 171,000 | 4.61% | ||
| 6 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 10,400 | 188,000 | 5.06% | ||
| 7 | FIRST FOUNDATION ADVISORS | 10,740 | 195,000 | 5.25% | ||
| 8 | UBS Group AG | 14,198 | 257,000 | 6.92% | ||
| 9 | Evanson Asset Management, LLC | 18,300 | 332,000 | 8.94% | ||
| 10 | Tortoise Investment Management, LLC | 22,232 | 403,000 | 10.86% | ||
| 11 | MORGAN STANLEY | 22,653 | 411,000 | 11.07% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 24,662 | 447,000 | 12.04% | ||
| 13 | LPL Financial LLC | 68,704 | 1,237,000 | 33.32% |
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.
