| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 42,688 | 622,000 | 31.12% | ||
| 2 | ProVise Management Group, LLC | 21,850 | 319,000 | 15.96% | ||
| 3 | Tradewinds Capital Management, LLC | 19,327 | 281,000 | 14.06% | ||
| 4 | D.A. DAVIDSON & CO. | 18,498 | 269,000 | 13.46% | ||
| 5 | WELLS FARGO & COMPANY/MN | 16,975 | 248,000 | 12.41% | ||
| 6 | KEYBANK NATIONAL ASSOCIATION/OH | 15,741 | 229,000 | 11.46% | ||
| 7 | ROYAL BANK OF CANADA | 1,500 | 22,000 | 1.10% | ||
| 8 | UBS AG | 600 | 9,000 | 0.45% |
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.
