| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 51,343 | 1,251,000 | 39.98% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 19,625 | 478,000 | 15.28% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16,796 | 409,000 | 13.07% | ||
| 4 | FULTON BREAKEFIELD BROENNIMAN LLC | 15,660 | 381,000 | 12.18% | ||
| 5 | New England Research & Management, Inc. | 11,900 | 290,000 | 9.27% | ||
| 6 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 10,050 | 245,000 | 7.83% | ||
| 7 | Apriem Advisors | 1,308 | 32,000 | 1.02% | ||
| 8 | MassMutual Private Wealth & Trust, FSB | 1,250 | 28,938 | 0.92% | ||
| 9 | GLENMEDE TRUST CO NA | 600 | 14,000 | 0.45% |
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.
