| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CPWM, LLC | 11,965 | 322,000 | 29.87% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 11,500 | 310,000 | 28.76% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 10,250 | 276,000 | 25.60% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6,000 | 162,000 | 15.03% | ||
| 5 | SUN LIFE FINANCIAL INC | 295,020 | 7,951 | 0.74% |
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.
