| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAPSTONE ASSET MANAGEMENT CO | 140,644 | 3,750,000 | 30.25% | ||
| 2 | BANTA ASSET MANAGEMENT LP | 114,041 | 3,040,000 | 24.52% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 99,150 | 2,643,000 | 21.32% | ||
| 4 | MassMutual Private Wealth & Trust, FSB | 51,150 | 1,363,659 | 11.00% | ||
| 5 | CITY NATIONAL BANK | 20,000 | 533,000 | 4.30% | ||
| 6 | Janney Montgomery Scott LLC | 18,227 | 485,932 | 3.92% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 14,100 | 376,000 | 3.03% | ||
| 8 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 7,700 | 205,000 | 1.65% |
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.
