| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 495,049 | 12,386,000 | 97.44% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 12,000 | 300,000 | 2.36% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1,000 | 25,000 | 0.20% |
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.
