| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 78,435 | 4,772,000 | 35.31% | ||
| 2 | Tortoise Investment Management, LLC | 67,029 | 4,078,000 | 30.17% | ||
| 3 | UBS AG | 29,134 | 1,773,000 | 13.12% | ||
| 4 | Jaffetilchin Investment Partners, LLC | 17,950 | 1,092,000 | 8.08% | ||
| 5 | ROYAL BANK OF CANADA | 11,743 | 715,000 | 5.29% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 10,849 | 660,000 | 4.88% | ||
| 7 | Placemark Investments, Inc. | 3,507 | 213,000 | 1.58% | ||
| 8 | WELLS FARGO & COMPANY/MN | 2,467 | 150,000 | 1.11% | ||
| 9 | CITIGROUP INC | 449 | 27,000 | 0.20% | ||
| 10 | AMERIPRISE FINANCIAL INC | 350 | 21,000 | 0.16% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 252 | 15,000 | 0.11% |
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.
