| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 71,809 | 1,774,000 | 63.52% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 18,775 | 464,000 | 16.61% | ||
| 3 | M&R CAPITAL MANAGEMENT INC | 13,000 | 321,000 | 11.49% | ||
| 4 | SignalPoint Asset Management, LLC | 9,000 | 222,000 | 7.95% | ||
| 5 | Brookstone Capital Management | 500 | 12,000 | 0.43% |
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.
