| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Grassi Investment Management | 56,956 | 1,599,000 | 74.48% | ||
| 2 | MOUNT VERNON ASSOCIATES INC /MD/ | 27,054 | 502,000 | 23.38% | ||
| 3 | First Horizon Advisors, Inc. | 1,536 | 41,000 | 1.91% | ||
| 4 | SEVENBRIDGE FINANCIAL GROUP, LLC | 200 | 5,000 | 0.23% | ||
| 5 | Winch Advisory Services, LLC | 11 | 0 | 0.00% |
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.
