| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crow Point Partners, LLC | 263,000 | 5,426,000 | 84.82% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 17,875 | 389,000 | 6.08% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11,267 | 244,000 | 3.81% | ||
| 4 | WEATHERLY ASSET MANAGEMENT L. P. | 8,900 | 193,000 | 3.02% | ||
| 5 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6,700 | 145,000 | 2.27% | ||
| 6 | AMERIPRISE FINANCIAL INC | 13 | 0 | 0.00% |
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.
