| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 301,228 | 7,826,000 | 65.09% | ||
| 2 | MassMutual Private Wealth & Trust, FSB | 68,725 | 1,785,476 | 14.85% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 32,490 | 844,000 | 7.02% | ||
| 4 | Sterling Capital Management LLC | 32,000 | 836,000 | 6.95% | ||
| 5 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 17,531 | 455,000 | 3.78% | ||
| 6 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 7,990 | 208,000 | 1.73% | ||
| 7 | Estabrook Capital Management | 2,000 | 51,960 | 0.43% | ||
| 8 | GLENMEDE TRUST CO NA | 600 | 15,000 | 0.12% | ||
| 9 | MYCIO WEALTH PARTNERS, LLC | 59 | 2,000 | 0.02% |
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.
