| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MID CONTINENT CAPITAL LLC/IL | 344,900 | 9,802,000 | 57.14% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 138,529 | 3,937,000 | 22.95% | ||
| 3 | Geneva Advisors, LLC | 51,566 | 1,466,000 | 8.55% | ||
| 4 | GRACE & WHITE INC /NY | 25,700 | 730,000 | 4.26% | ||
| 5 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 19,400 | 551,000 | 3.21% | ||
| 6 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 15,547 | 444,000 | 2.59% | ||
| 7 | LAFFER TENGLER INVESTMENTS, INC. | 7,479 | 212,553 | 1.24% | ||
| 8 | TRUST CO OF VERMONT | 400 | 11,000 | 0.06% |
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.
