| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ProVise Management Group, LLC | 28,650 | 436,000 | 20.31% | ||
| 2 | MORGAN STANLEY | 26,370 | 401,000 | 18.68% | ||
| 3 | Tradewinds Capital Management, LLC | 20,983 | 319,000 | 14.86% | ||
| 4 | WELLS FARGO & COMPANY/MN | 16,241 | 246,000 | 11.46% | ||
| 5 | KEYBANK NATIONAL ASSOCIATION/OH | 15,741 | 239,000 | 11.13% | ||
| 6 | D.A. DAVIDSON & CO. | 15,498 | 235,000 | 10.95% | ||
| 7 | LPL Financial LLC | 10,476 | 159,000 | 7.41% | ||
| 8 | UBS AG | 3,919 | 59,000 | 2.75% | ||
| 9 | ROYAL BANK OF CANADA | 1,500 | 23,000 | 1.07% | ||
| 10 | NEXT Financial Group, Inc | 1,130 | 17,000 | 0.79% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 649 | 10,000 | 0.47% | ||
| 12 | Tower Research Capital LLC (TRC) | 200 | 3,000 | 0.14% |
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.
