| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 90,760 | 2,385,000 | 40.05% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 47,948 | 1,260,000 | 21.16% | ||
| 3 | Sterling Capital Management LLC | 37,000 | 972,000 | 16.32% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 18,015 | 473,000 | 7.94% | ||
| 5 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 16,170 | 425,000 | 7.14% | ||
| 6 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10,398 | 273,000 | 4.58% | ||
| 7 | MassMutual Private Wealth & Trust, FSB | 3,825 | 100,521 | 1.69% | ||
| 8 | Estabrook Capital Management | 2,500 | 65,700 | 1.10% | ||
| 9 | MYCIO WEALTH PARTNERS, LLC | 20 | 1,000 | 0.02% |
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.
