| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 71,809 | 1,828,000 | 56.11% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 18,775 | 477,000 | 14.64% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13,575 | 345,000 | 10.59% | ||
| 4 | M&R CAPITAL MANAGEMENT INC | 13,000 | 331,000 | 10.16% | ||
| 5 | SignalPoint Asset Management, LLC | 10,700 | 272,000 | 8.35% | ||
| 6 | Ledyard National Bank | 200 | 5,000 | 0.15% |
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.
