| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 36,175 | 916,000 | 66.53% | ||
| 2 | FULTON BREAKEFIELD BROENNIMAN LLC | 12,120 | 307,000 | 22.30% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6,000 | 152,000 | 11.04% | ||
| 4 | INTELLECTUS PARTNERS, LLC | 40 | 1,000 | 0.07% | ||
| 5 | Estabrook Capital Management | 35 | 886 | 0.06% |
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.
