| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crow Point Partners, LLC | 223,000 | 5,071,000 | 55.87% | ||
| 2 | FULTON BREAKEFIELD BROENNIMAN LLC | 65,740 | 1,494,000 | 16.46% | ||
| 3 | Edge Wealth Management LLC | 43,448 | 988,000 | 10.89% | ||
| 4 | HUNTINGTON NATIONAL BANK | 42,000 | 955,000 | 10.52% | ||
| 5 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 23,000 | 523,000 | 5.76% | ||
| 6 | AMERIPRISE FINANCIAL INC | 800 | 18,000 | 0.20% | ||
| 7 | PRIVATE TRUST CO NA | 600 | 14,000 | 0.15% | ||
| 8 | GLENMEDE TRUST CO NA | 600 | 13,000 | 0.14% |
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.
