| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 163,129 | 3,835,000 | 79.33% | ||
| 2 | Crow Point Partners, LLC | 40,000 | 940,000 | 19.45% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 2,500 | 59,000 | 1.22% |
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.