Rockefeller Capital Management L.P. | 373,582 | 30 Dec 2023 | 3.43% | 6,862,701 |
Morgan Stanley | 373,493 | 30 Dec 2023 | 3.43% | 6,861,066 |
UBS Group AG | 199,479 | 30 Dec 2023 | 1.83% | 3,664,429 |
Raymond James Financial Services Advisors, Inc. | 142,169 | 30 Mar 2024 | 1.31% | 2,611,644 |
1607 Capital Partners, LLC | 130,130 | 30 Dec 2023 | 1.20% | 2,390,488 |
Hara Capital LLC | 113,237 | 30 Mar 2024 | 1.04% | 2,080,163 |
U.S. Capital Wealth Advisors, LLC | 105,197 | 30 Dec 2023 | 0.97% | 1,932,468 |
Sentinel Trust Company, LBA | 103,350 | 30 Dec 2023 | 0.95% | 1,898,539 |
Bank of America Corporation | 95,492 | 30 Dec 2023 | 0.88% | 1,754,188 |
Walter & Keenan Wealth Management LLC /IN/ /ADV | 93,063 | 30 Mar 2024 | 0.85% | 1,709,567 |