| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 21,175 | 486,000 | 24.79% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 15,985 | 367,000 | 18.72% | ||
| 3 | FULTON BREAKEFIELD BROENNIMAN LLC | 12,515 | 287,000 | 14.64% | ||
| 4 | Janney Montgomery Scott LLC | 12,025 | 275,733 | 14.07% | ||
| 5 | New England Research & Management, Inc. | 11,900 | 273,000 | 13.93% | ||
| 6 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 10,050 | 230,000 | 11.73% | ||
| 7 | MassMutual Private Wealth & Trust, FSB | 1,250 | 28,662 | 1.46% | ||
| 8 | GLENMEDE TRUST CO NA | 600 | 13,000 | 0.66% |
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.
