| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 17,228 | 427,000 | 41.72% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 15,092 | 374,000 | 36.54% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6,700 | 166,000 | 16.22% | ||
| 4 | MassMutual Private Wealth & Trust, FSB | 2,000 | 49,540 | 4.84% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 300 | 7,000 | 0.68% |
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.
