| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Apriem Advisors | 2,400 | 64,000 | 2.40% | ||
| 2 | HANCOCK WHITNEY CORP | 20,000 | 532,000 | 19.97% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 34,606 | 920,000 | 34.53% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 43,200 | 1,148,000 | 43.09% |
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.
