| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SignalPoint Asset Management, LLC | 8,400 | 212,000 | 6.31% | ||
| 2 | M&R CAPITAL MANAGEMENT INC | 13,000 | 313,000 | 9.32% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13,107 | 315,000 | 9.38% | ||
| 4 | AMERIPRISE FINANCIAL INC | 14,123 | 339,000 | 10.10% | ||
| 5 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 18,775 | 452,000 | 13.46% | ||
| 6 | ROOSEVELT INVESTMENT GROUP LLC | 71,809 | 1,727,000 | 51.43% |
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.
