| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 21,650 | 558,000 | 53.30% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 8,850 | 228,000 | 21.78% | ||
| 3 | Buffington Mohr McNeal | 6,300 | 162,000 | 15.47% | ||
| 4 | Alerus Investment Advisors Corp | 2,225 | 57,000 | 5.44% | ||
| 5 | TRUST CO OF VERMONT | 800 | 21,000 | 2.01% | ||
| 6 | CapWealth Advisors, LLC | 800 | 21,000 | 2.01% |
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.
