CUSIP: 55273C107 Class: Closed End
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| CITADEL ADVISORS LLC | 113,751 | $297 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 13,108 | $34 |
| Compound Planning, Inc. | 17,213 | $45 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,191 | $6 |
| Tower Research Capital LLC (TRC) | 383 | $1 |
| Pinnacle Wealth Planning Services, Inc. | 335 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Shaker Financial Services, LLC | 86,350 | 134,091 | +47,741 (+55.3%) |
| AMERIPRISE FINANCIAL INC | 3,232,821 | 3,957,679 | +724,858 (+22.4%) |
| Equitable Holdings, Inc. | 580,764 | 701,847 | +121,083 (+20.8%) |
| Focus Partners Wealth | 39,100 | 243,194 | +204,094 (+522.0%) |
| MORGAN STANLEY | 1,049,642 | 1,244,987 | +195,345 (+18.6%) |
| RAYMOND JAMES FINANCIAL INC | 202,247 | 359,345 | +157,098 (+77.7%) |
| OSAIC HOLDINGS, INC. | 2,034,620 | 2,107,608 | +72,988 (+3.6%) |
| BANK OF AMERICA CORP /DE/ | 898,697 | 976,993 | +78,296 (+8.7%) |
| Cetera Investment Advisers | 28,912 | 67,021 | +38,109 (+131.8%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,104 | 68,423 | +38,319 (+127.3%) |
| Private Advisor Group, LLC | 314,850 | 342,350 | +27,500 (+8.7%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 23,123 | 61,848 | +38,725 (+167.5%) |
| LPL Financial LLC | 1,031,476 | 1,048,765 | +17,289 (+1.7%) |
| BENJAMIN EDWARDS INC | 20,170 | 27,170 | +7,000 (+34.7%) |
| UBS Group AG | 156,574 | 162,712 | +6,138 (+3.9%) |
| JONES FINANCIAL COMPANIES LLLP | 208 | 5,269 | +5,061 (+2433.2%) |
| STEPHENS INC /AR/ | 120,255 | 124,255 | +4,000 (+3.3%) |
| CAPTRUST FINANCIAL ADVISORS | 54,647 | 58,137 | +3,490 (+6.4%) |
| Register Financial Advisors LLC | 15,695 | 16,044 | +349 (+2.2%) |
| HighTower Advisors, LLC | 13,300 | 13,833 | +533 (+4.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| 1607 Capital Partners, LLC | 7,404,923 | 6,218,476 | -1,186,447 (-16.0%) |
| Karpus Management, Inc. | 4,639,674 | 4,385,724 | -253,950 (-5.5%) |
| Ameritas Advisory Services, LLC | 336,073 | 265,118 | -70,955 (-21.1%) |
| Penbrook Management LLC | 25,693 | 18,750 | -6,943 (-27.0%) |
| EVOKE WEALTH, LLC | 166,000 | 113,000 | -53,000 (-31.9%) |
| Invesco Ltd. | 1,150,617 | 1,067,063 | -83,554 (-7.3%) |
| WELLS FARGO & COMPANY/MN | 541,717 | 481,963 | -59,754 (-11.0%) |
| Moors & Cabot, Inc. | 40,397 | 27,897 | -12,500 (-30.9%) |
| Kingsview Wealth Management, LLC | 267,176 | 248,314 | -18,862 (-7.1%) |
| JANE STREET GROUP, LLC | 45,993 | 26,923 | -19,070 (-41.5%) |
| CARY STREET PARTNERS FINANCIAL LLC | 35,800 | 25,875 | -9,925 (-27.7%) |
| INTEGRITY ALLIANCE, LLC. | 33,662 | 25,761 | -7,901 (-23.5%) |
| Advisors Asset Management, Inc. | 305,198 | 301,552 | -3,646 (-1.2%) |
| NewEdge Advisors, LLC | 61,400 | 59,100 | -2,300 (-3.7%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,283 | 10,083 | -1,200 (-10.6%) |
| Ethos Financial Group, LLC | 45,617 | 45,083 | -534 (-1.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Kovitz Investment Group Partners, LLC | 204,094 | $547 |
| AlphaCore Capital LLC | 41,200 | $110 |
| MISSION WEALTH MANAGEMENT, LP | 30,815 | $83 |
| Integrated Wealth Concepts LLC | 14,661 | $39 |
| EP Wealth Advisors, LLC | 11,750 | $32 |
| COMERICA BANK | 103 | $0 |
| Thrivent Financial for Lutherans | 40,184 | $0 |
| Janney Montgomery Scott LLC | 24,154 | $0 |