| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ProVise Management Group, LLC | 35,025 | 526,000 | 29.39% | ||
| 2 | MORGAN STANLEY | 28,661 | 430,000 | 24.02% | ||
| 3 | WELLS FARGO & COMPANY/MN | 15,642 | 235,000 | 13.13% | ||
| 4 | KEYBANK NATIONAL ASSOCIATION/OH | 15,311 | 230,000 | 12.85% | ||
| 5 | LPL Financial LLC | 10,476 | 157,000 | 8.77% | ||
| 6 | D.A. DAVIDSON & CO. | 9,250 | 138,000 | 7.71% | ||
| 7 | UBS AG | 3,232 | 49,000 | 2.74% | ||
| 8 | NEXT Financial Group, Inc | 1,130 | 17,000 | 0.95% | ||
| 9 | ROYAL BANK OF CANADA | 500 | 8,000 | 0.45% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 0 | 0 | 0.00% |
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.
