| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 2,000 | 51,000 | 0.91% | ||
| 2 | PRIVATE TRUST CO NA | 7,000 | 177,000 | 3.16% | ||
| 3 | CITY NATIONAL BANK | 9,818 | 248,000 | 4.42% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 15,535 | 393,000 | 7.01% | ||
| 5 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 19,992 | 506,000 | 9.03% | ||
| 6 | MassMutual Private Wealth & Trust, FSB | 40,625 | 1,027,813 | 18.33% | ||
| 7 | FULTON BREAKEFIELD BROENNIMAN LLC | 43,658 | 1,105,000 | 19.71% | ||
| 8 | ROOSEVELT INVESTMENT GROUP LLC | 82,912 | 2,098,000 | 37.43% |
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.
