| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EVERETT HARRIS & CO /CA/ | 8,800 | 219,000 | 28.89% | ||
| 2 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 8,290 | 207,000 | 27.31% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6,000 | 150,000 | 19.79% | ||
| 4 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 5,624 | 142,000 | 18.73% | ||
| 5 | BELL ROCK CAPITAL LLC | 1,007 | 25,000 | 3.30% | ||
| 6 | INTELLECTUS PARTNERS, LLC | 599 | 15,000 | 1.98% |
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.
