| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BREAKEFIELD BROENNIMAN LLC | 33,949 | 874,000 | 57.80% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 13,537 | 349,000 | 23.08% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11,168 | 288,000 | 19.05% | ||
| 4 | MYCIO WEALTH PARTNERS, LLC | 45 | 1,000 | 0.07% |
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.
