| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 400 | 11,000 | 0.09% | ||
| 2 | Vantage Investment Advisors, LLC | 918 | 25,000 | 0.19% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 950 | 26,000 | 0.20% | ||
| 4 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 7,690 | 207,000 | 1.61% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 13,000 | 350,000 | 2.72% | ||
| 6 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 17,700 | 476,000 | 3.69% | ||
| 7 | SEVENBRIDGE FINANCIAL GROUP, LLC | 26,890 | 1,000,000 | 7.76% | ||
| 8 | MassMutual Private Wealth & Trust, FSB | 74,025 | 1,990,532 | 15.45% | ||
| 9 | ROOSEVELT INVESTMENT GROUP LLC | 135,400 | 3,641,000 | 28.26% | ||
| 10 | CAPSTONE ASSET MANAGEMENT CO | 191,730 | 5,156,000 | 40.02% |
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.
