| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crow Point Partners, LLC | 70,000 | 1,643,000 | 72.89% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 17,222 | 404,000 | 17.92% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6,700 | 157,000 | 6.97% | ||
| 4 | MassMutual Private Wealth & Trust, FSB | 2,000 | 43,060 | 1.91% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 300 | 7,000 | 0.31% |
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.
