| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ZWJ INVESTMENT COUNSEL INC | 85,465 | 1,949,000 | 42.59% | ||
| 2 | PRIVATE ASSET MANAGEMENT INC | 55,600 | 1,268,000 | 27.71% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 25,239 | 575,000 | 12.56% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 16,425 | 376,000 | 8.22% | ||
| 5 | Vision Capital Management, Inc. | 10,300 | 235,000 | 5.13% | ||
| 6 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 5,030 | 115,000 | 2.51% | ||
| 7 | Estabrook Capital Management | 2,000 | 45,600 | 1.00% | ||
| 8 | AMERIPRISE FINANCIAL INC | 580 | 13,000 | 0.28% |
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.
