| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BREAKEFIELD BROENNIMAN LLC | 16,710 | 416,000 | 30.06% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 14,625 | 364,000 | 26.31% | ||
| 3 | New England Research & Management, Inc. | 11,900 | 296,000 | 21.39% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 8,950 | 223,000 | 16.12% | ||
| 5 | Apriem Advisors | 1,312 | 33,000 | 2.38% | ||
| 6 | MassMutual Private Wealth & Trust, FSB | 1,250 | 28,738 | 2.08% | ||
| 7 | GLENMEDE TRUST CO NA | 600 | 14,000 | 1.01% | ||
| 8 | MYCIO WEALTH PARTNERS, LLC | 366 | 9,000 | 0.65% |
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.
