| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 19,203 | 492,000 | 31.04% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 18,775 | 481,000 | 30.35% | ||
| 3 | M&R CAPITAL MANAGEMENT INC | 13,000 | 333,000 | 21.01% | ||
| 4 | SignalPoint Asset Management, LLC | 10,700 | 274,000 | 17.29% | ||
| 5 | Ledyard National Bank | 200 | 5,000 | 0.32% |
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.
