| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SignalPoint Asset Management, LLC | 8,400 | 212,000 | 6.72% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12,899 | 326,000 | 10.33% | ||
| 3 | M&R CAPITAL MANAGEMENT INC | 13,000 | 328,000 | 10.40% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 18,775 | 475,000 | 15.06% | ||
| 5 | ROOSEVELT INVESTMENT GROUP LLC | 71,809 | 1,814,000 | 57.50% |
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.
