| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EVERETT HARRIS & CO /CA/ | 216,000 | 5,882,000 | 74.80% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 24,500 | 667,000 | 8.48% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 19,139 | 521,000 | 6.63% | ||
| 4 | INTEGRATED WEALTH MANAGEMENT | 14,562 | 397,000 | 5.05% | ||
| 5 | AMERIPRISE FINANCIAL INC | 12,652 | 345,000 | 4.39% | ||
| 6 | Estabrook Capital Management | 1,850 | 50,376 | 0.64% | ||
| 7 | MYCIO WEALTH PARTNERS, LLC | 55 | 1,000 | 0.01% |
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.
