| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 9,850 | 246,000 | 51.25% | ||
| 2 | Buffington Mohr McNeal | 6,300 | 157,000 | 32.71% | ||
| 3 | Brookstone Capital Management | 1,500 | 37,000 | 7.71% | ||
| 4 | TRUST CO OF VERMONT | 800 | 20,000 | 4.17% | ||
| 5 | CapWealth Advisors, LLC | 800 | 20,000 | 4.17% | ||
| 6 | Crosspoint Capital Strategies, LLC | 12 | 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.
