| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 21,682 | 574,000 | 56.50% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 8,850 | 234,000 | 23.03% | ||
| 3 | Buffington Mohr McNeal | 6,300 | 166,000 | 16.34% | ||
| 4 | TRUST CO OF VERMONT | 800 | 21,000 | 2.07% | ||
| 5 | CapWealth Advisors, LLC | 800 | 21,000 | 2.07% |
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.
