| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crow Point Partners, LLC | 148,200 | 3,594,000 | 78.25% | ||
| 2 | Sterling Capital Management LLC | 20,000 | 487,000 | 10.60% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 12,700 | 308,000 | 6.71% | ||
| 4 | SignalPoint Asset Management, LLC | 8,400 | 204,000 | 4.44% |
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.
