| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crow Point Partners, LLC | 223,000 | 5,071,000 | 55.34% | ||
| 2 | FULTON BREAKEFIELD BROENNIMAN LLC | 66,021 | 1,564,000 | 17.07% | ||
| 3 | Edge Wealth Management LLC | 43,448 | 1,034,000 | 11.28% | ||
| 4 | HUNTINGTON NATIONAL BANK | 42,000 | 995,000 | 10.86% | ||
| 5 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 19,125 | 453,000 | 4.94% | ||
| 6 | AMERIPRISE FINANCIAL INC | 800 | 19,000 | 0.21% | ||
| 7 | PRIVATE TRUST CO NA | 600 | 14,000 | 0.15% | ||
| 8 | GLENMEDE TRUST CO NA | 600 | 14,000 | 0.15% |
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.
