| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 172,834 | 4,122,090 | 68.32% | ||
| 2 | HUNTINGTON NATIONAL BANK | 33,346 | 795,000 | 13.18% | ||
| 3 | MassMutual Private Wealth & Trust, FSB | 33,325 | 794,801 | 13.17% | ||
| 4 | FULTON BREAKEFIELD BROENNIMAN LLC | 10,950 | 261,000 | 4.33% | ||
| 5 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 2,550 | 61,000 | 1.01% |
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.
