| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22,634 | 628,000 | 65.31% | ||
| 2 | Welch Group, LLC | 6,543 | 182,000 | 18.93% | SH | |
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 3,000 | 83,000 | 8.63% | ||
| 4 | Estabrook Capital Management | 2,400 | 66,624 | 6.93% | ||
| 5 | MYCIO WEALTH PARTNERS, LLC | 55 | 2,000 | 0.21% |
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.
