| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRUST CO OF VERMONT | 500 | 14,000 | 0.20% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 10,000 | 271,000 | 3.88% | ||
| 3 | Fairpointe Capital LLC | 10,000 | 271,000 | 3.88% | ||
| 4 | AMERIPRISE FINANCIAL INC | 10,440 | 283,000 | 4.05% | ||
| 5 | CROSSMARK GLOBAL HOLDINGS, INC. | 46,000 | 1,240,000 | 17.75% | ||
| 6 | EVERETT HARRIS & CO /CA/ | 70,000 | 1,898,000 | 27.17% | ||
| 7 | FULTON BREAKEFIELD BROENNIMAN LLC | 110,963 | 3,008,000 | 43.06% |
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.
