| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 66,428 | 1,776,000 | 78.83% | ||
| 2 | FULTON BREAKEFIELD BROENNIMAN LLC | 11,720 | 313,000 | 13.89% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6,000 | 160,000 | 7.10% | ||
| 4 | INTELLECTUS PARTNERS, LLC | 156 | 4,000 | 0.18% |
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.
