| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CITY NATIONAL BANK | 20,000 | 507,000 | 29.41% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 17,434 | 442,000 | 25.64% | ||
| 3 | AMERIPRISE FINANCIAL INC | 13,938 | 353,000 | 20.48% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 12,800 | 325,000 | 18.85% | ||
| 5 | MYCIO WEALTH PARTNERS, LLC | 1,877 | 48,000 | 2.78% | ||
| 6 | EII CAPITAL MANAGEMENT, INC. | 1,750 | 44,000 | 2.55% | ||
| 7 | WESTPORT RESOURCES MANAGEMENT INC | 200 | 5,000 | 0.29% |
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.