| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 250 | 7,000 | 0.03% | SH | |
| 2 | WESTPORT RESOURCES MANAGEMENT INC | 2,700 | 73,000 | 0.32% | ||
| 3 | Estabrook Capital Management | 3,250 | 88,043 | 0.39% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 4,000 | 108,000 | 0.48% | ||
| 5 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 39,094 | 1,059,000 | 4.71% | ||
| 6 | Maryland Capital Management | 71,360 | 1,933,000 | 8.60% | ||
| 7 | AMERIPRISE FINANCIAL INC | 105,067 | 2,842,000 | 12.65% | ||
| 8 | EVERETT HARRIS & CO /CA/ | 165,000 | 4,470,000 | 19.89% | ||
| 9 | ROOSEVELT INVESTMENT GROUP LLC | 439,070 | 11,894,000 | 52.92% |
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.
