CUSIP: 10537L104 Class: CEF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 27,441 | $230 |
| Integrity Advisory Solutions, LLC | 11,013 | $92 |
| Pinnacle Wealth Planning Services, Inc. | 3,112 | $26 |
| Global Retirement Partners, LLC | 7,016 | $59 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Rareview Capital LLC | 30,205 | 55,876 | +25,671 (+85.0%) |
| Advisors Asset Management, Inc. | 305,560 | 447,140 | +141,580 (+46.3%) |
| Pathstone Holdings, LLC | 1,318,834 | 1,670,131 | +351,297 (+26.6%) |
| AMERIPRISE FINANCIAL INC | 22,141 | 49,454 | +27,313 (+123.4%) |
| ENVESTNET ASSET MANAGEMENT INC | 46,907 | 72,927 | +26,020 (+55.5%) |
| Invesco Ltd. | 176,631 | 186,471 | +9,840 (+5.6%) |
| Cetera Investment Advisers | 45,598 | 51,819 | +6,221 (+13.6%) |
| Apollon Wealth Management, LLC | 28,490 | 31,483 | +2,993 (+10.5%) |
| Steward Partners Investment Advisory, LLC | 1,000 | 4,397 | +3,397 (+339.7%) |
| RAYMOND JAMES FINANCIAL INC | 76,416 | 78,181 | +1,765 (+2.3%) |
| ROYAL BANK OF CANADA | 65,788 | 66,845 | +1,057 (+1.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Shaker Financial Services, LLC | 349,974 | 308,292 | -41,682 (-11.9%) |
| Alexander Randolph Advisory, Inc. | 127,926 | 109,562 | -18,364 (-14.4%) |
| Matisse Capital | 149,900 | 145,866 | -4,034 (-2.7%) |
| GUGGENHEIM CAPITAL LLC | 250,179 | 94,542 | -155,637 (-62.2%) |
| MORGAN STANLEY | 1,870,128 | 1,784,426 | -85,702 (-4.6%) |
| Allspring Global Investments Holdings, LLC | 774,236 | 740,410 | -33,826 (-4.4%) |
| BANK OF AMERICA CORP /DE/ | 412,976 | 379,875 | -33,101 (-8.0%) |
| LPL Financial LLC | 150,388 | 133,582 | -16,806 (-11.2%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,630 | 32,522 | -11,108 (-25.5%) |
| UBS Group AG | 42,492 | 34,034 | -8,458 (-19.9%) |
| WELLS FARGO & COMPANY/MN | 501,475 | 496,150 | -5,325 (-1.1%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 24,443 | 19,635 | -4,808 (-19.7%) |
| NewEdge Advisors, LLC | 47,100 | 45,000 | -2,100 (-4.5%) |
| HighTower Advisors, LLC | 12,494 | 10,538 | -1,956 (-15.7%) |
| COMERICA BANK | 3,221 | 2,034 | -1,187 (-36.9%) |
| Rockefeller Capital Management L.P. | 3,500 | 2,900 | -600 (-17.1%) |
| WPG Advisers, LLC | 1,499 | 1,384 | -115 (-7.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| JANE STREET GROUP, LLC | 23,046 | $200 |
| Advisory Services Network, LLC | 1,169 | $10 |
| FNY Investment Advisers, LLC | 400 | $0 |