| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 141,950 | 3,817,000 | 62.86% | ||
| 2 | MassMutual Private Wealth & Trust, FSB | 54,625 | 1,468,866 | 24.19% | ||
| 3 | FULTON BREAKEFIELD BROENNIMAN LLC | 25,960 | 698,000 | 11.50% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 2,000 | 54,000 | 0.89% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,250 | 34,000 | 0.56% |
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.
