| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 18,285 | 466,000 | 27.35% | ||
| 2 | FULTON BREAKEFIELD BROENNIMAN LLC | 17,835 | 454,000 | 26.64% | ||
| 3 | New England Research & Management, Inc. | 11,900 | 303,000 | 17.78% | ||
| 4 | SignalPoint Asset Management, LLC | 8,900 | 227,000 | 13.32% | ||
| 5 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 8,050 | 205,000 | 12.03% | ||
| 6 | Apriem Advisors | 1,329 | 34,000 | 2.00% | ||
| 7 | GLENMEDE TRUST CO NA | 600 | 15,000 | 0.88% |
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.
