| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 78,630 | 2,136,000 | 36.95% | ||
| 2 | MassMutual Private Wealth & Trust, FSB | 50,850 | 1,381,086 | 23.89% | ||
| 3 | SEVENBRIDGE FINANCIAL GROUP, LLC | 27,160 | 1,000,000 | 17.30% | ||
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 32,465 | 882,000 | 15.26% | ||
| 5 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 12,000 | 326,000 | 5.64% | ||
| 6 | Smith Affiliated Capital Corp. | 2,000 | 54,320 | 0.94% | PRN | |
| 7 | MYCIO WEALTH PARTNERS, LLC | 43 | 1,000 | 0.02% |
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.
