| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crow Point Partners, LLC | 70,000 | 1,588,000 | 57.60% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 17,217 | 391,000 | 14.18% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14,524 | 330,000 | 11.97% | ||
| 4 | AMERIPRISE FINANCIAL INC | 12,740 | 289,000 | 10.48% | ||
| 5 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6,700 | 152,000 | 5.51% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 300 | 7,000 | 0.25% |
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.
