| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Forward Management, LLC | 390,000 | 8,633,000 | 51.86% | ||
| 2 | Orinda Asset Management LLC | 242,100 | 5,360,000 | 32.20% | ||
| 3 | Diligent Investors, LLC | 50,875 | 1,120,000 | 6.73% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 28,045 | 621,000 | 3.73% | ||
| 5 | Creative Planning | 21,219 | 470,000 | 2.82% | ||
| 6 | Commonwealth Equity Services, Inc | 17,420 | 386,000 | 2.32% | ||
| 7 | 683 Capital Management, LLC | 1,313 | 29,000 | 0.17% | ||
| 8 | ADVISOR GROUP, INC. | 750 | 17,000 | 0.10% | ||
| 9 | IFP ADVISORS, INC | 500 | 11,000 | 0.07% | ||
| 10 | Tower Research Capital LLC (TRC) | 20 | 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.
