Morgan Stanley | 2,112,243 | 30 Dec 2023 | 12.63% | 28,578,647 |
Pathstone Holdings, LLC | 860,452 | 30 Dec 2023 | 5.15% | 11,641,915 |
Saba Capital Management, L.P. | 332,181 | 30 Dec 2023 | 1.99% | 4,494,408 |
Cornerstone Advisors, LLC | 229,729 | 30 Dec 2023 | 1.37% | 3,108,233 |
Bank of America Corporation | 179,797 | 30 Dec 2023 | 1.08% | 2,432,653 |
LexAurum Advisors, LLC | 127,920 | 30 Mar 2024 | 0.76% | 1,730,757 |
Royal Bank of Canada | 105,015 | 30 Dec 2023 | 0.63% | 1,420,852 |
Wells Fargo & Company | 79,820 | 30 Dec 2023 | 0.48% | 1,079,964 |
Raymond James & Associates, Inc. | 69,809 | 30 Mar 2024 | 0.42% | 944,515 |
Prevail Innovative Wealth Advisors, LLC | 59,280 | 30 Dec 2023 | 0.35% | 802,058 |