| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 19,625 | 485,000 | 22.56% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16,516 | 408,000 | 18.98% | ||
| 3 | FULTON BREAKEFIELD BROENNIMAN LLC | 13,520 | 334,000 | 15.54% | ||
| 4 | Janney Montgomery Scott LLC | 12,025 | 297,000 | 13.81% | ||
| 5 | New England Research & Management, Inc. | 11,900 | 294,000 | 13.68% | ||
| 6 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 10,050 | 248,000 | 11.54% | ||
| 7 | MassMutual Private Wealth & Trust, FSB | 1,250 | 30,888 | 1.44% | ||
| 8 | Apriem Advisors | 1,104 | 27,000 | 1.26% | ||
| 9 | GLENMEDE TRUST CO NA | 600 | 14,000 | 0.65% | ||
| 10 | WEALTHFRONT CORP | 500 | 12,000 | 0.56% |
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.
