| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNIPLAN INVESTMENT COUNSEL, INC. | 1,624,370 | 27,663,000 | 80.47% | ||
| 2 | PENN MUTUAL LIFE INSURANCE CO | 458,000 | 6,005,000 | 17.47% | ||
| 3 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 36,170 | 474,000 | 1.38% | ||
| 4 | Aviance Capital Partners, LLC | 9,487 | 124,000 | 0.36% | ||
| 5 | Focused Wealth Management, Inc | 5,851 | 77,000 | 0.22% | ||
| 6 | JNBA Financial Advisors | 2,585 | 34,000 | 0.10% |
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.
