| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 112,751 | 3,010,000 | 64.80% | ||
| 2 | Geneva Advisors, LLC | 40,366 | 1,078,000 | 23.21% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 17,900 | 477,000 | 10.27% | ||
| 4 | Smith Affiliated Capital Corp. | 2,000 | 53,400 | 1.15% | PRN | |
| 5 | TRUST CO OF VERMONT | 1,000 | 27,000 | 0.58% |
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.
