| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 48,325 | 718,000 | 28.17% | ||
| 2 | LAZARD ASSET MANAGEMENT LLC | 42,600 | 632,000 | 24.79% | PRN | |
| 3 | Focused Wealth Management, Inc | 32,580 | 484,000 | 18.99% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 14,711 | 218,000 | 8.55% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 12,000 | 178,000 | 6.98% | ||
| 6 | WELLS FARGO & COMPANY/MN | 6,558 | 97,000 | 3.81% | ||
| 7 | MORGAN STANLEY | 5,679 | 84,000 | 3.30% | ||
| 8 | UBS Group AG | 3,000 | 45,000 | 1.77% | ||
| 9 | ROYAL BANK OF CANADA | 2,708 | 40,000 | 1.57% | ||
| 10 | AMERICAN INTERNATIONAL GROUP, INC. | 2,500 | 37,000 | 1.45% | ||
| 11 | Creative Planning | 1,085 | 16,000 | 0.63% |
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.
