| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 12,158 | 359,000 | 47.11% | ||
| 2 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10,247 | 303,000 | 39.76% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 2,000 | 59,000 | 7.74% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 1,400 | 41,000 | 5.38% |
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.
