| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 41,935 | 941,000 | 59.48% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 12,298 | 276,000 | 17.45% | ||
| 3 | HighPoint Advisor Group LLC | 2,112 | 231,000 | 14.60% | ||
| 4 | BELL ROCK CAPITAL LLC | 5,232 | 117,000 | 7.40% | ||
| 5 | GLENMEDE TRUST CO NA | 500 | 11,000 | 0.70% | ||
| 6 | INTELLECTUS PARTNERS, LLC | 261 | 6,000 | 0.38% |
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.
