| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 95,875 | 2,661,000 | 27.49% | ||
| 2 | Asset Management One Co., Ltd. | 75,225 | 2,112,000 | 21.82% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 55,788 | 1,548,000 | 15.99% | ||
| 4 | MassMutual Private Wealth & Trust, FSB | 46,300 | 1,284,825 | 13.27% | ||
| 5 | SEVENBRIDGE FINANCIAL GROUP, LLC | 27,750 | 1,000,000 | 10.33% | ||
| 6 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 24,848 | 690,000 | 7.13% | ||
| 7 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13,288 | 369,000 | 3.81% | ||
| 8 | WESTPORT RESOURCES MANAGEMENT INC | 500 | 14,000 | 0.14% | ||
| 9 | MYCIO WEALTH PARTNERS, LLC | 15 | 0 | 0.00% |
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.
