| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KCM INVESTMENT ADVISORS LLC | 17,437 | 462,000 | 42.74% | ||
| 2 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 11,552 | 306,000 | 28.31% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8,781 | 232,000 | 21.46% | ||
| 4 | MYCIO WEALTH PARTNERS, LLC | 1,901 | 50,000 | 4.63% | ||
| 5 | BESSEMER GROUP INC | 1,000 | 26,000 | 2.41% | ||
| 6 | WESTPORT RESOURCES MANAGEMENT INC | 200 | 5,000 | 0.46% |
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.
