| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 23,255 | 631,000 | 65.99% | ||
| 2 | Welch Group, LLC | 6,543 | 178,000 | 18.62% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 3,000 | 81,000 | 8.47% | ||
| 4 | Estabrook Capital Management | 2,400 | 65,160 | 6.81% | ||
| 5 | MYCIO WEALTH PARTNERS, LLC | 30 | 1,000 | 0.10% |
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.
