| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SignalPoint Asset Management, LLC | 30,020 | 751,000 | 33.52% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 26,660 | 667,000 | 29.77% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22,424 | 561,000 | 25.04% | ||
| 4 | CIM INVESTMENT MANAGEMENT INC | 10,000 | 250,000 | 11.16% | ||
| 5 | RPG FAMILY WEALTH ADVISORY, LLC | 450 | 11,259 | 0.50% |
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.
