| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EVERETT HARRIS & CO /CA/ | 105,000 | 2,619,000 | 67.94% | ||
| 2 | Crow Point Partners, LLC | 25,000 | 624,000 | 16.19% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11,535 | 288,000 | 7.47% | ||
| 4 | Janney Montgomery Scott LLC | 8,900 | 221,966 | 5.76% | ||
| 5 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 2,000 | 50,000 | 1.30% | ||
| 6 | AMERIPRISE FINANCIAL INC | 1,300 | 32,000 | 0.83% | ||
| 7 | PRIVATE TRUST CO NA | 800 | 20,000 | 0.52% |
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.
