| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SignalPoint Asset Management, LLC | 47,220 | 1,101,000 | 45.78% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 26,660 | 621,000 | 25.82% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 19,203 | 448,000 | 18.63% | ||
| 4 | CIM INVESTMENT MANAGEMENT INC | 10,000 | 233,000 | 9.69% | ||
| 5 | INTELLECTUS PARTNERS, LLC | 65 | 2,000 | 0.08% |
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.
