| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crow Point Partners, LLC | 125,000 | 2,881,000 | 62.49% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 48,309 | 1,113,522 | 24.15% | ||
| 3 | M&R CAPITAL MANAGEMENT INC | 13,000 | 300,000 | 6.51% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 11,500 | 265,000 | 5.75% | ||
| 5 | PRIVATE TRUST CO NA | 2,000 | 46,000 | 1.00% | ||
| 6 | Ledyard National Bank | 200 | 5,000 | 0.11% |
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.
