| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 86,051 | 1,971,000 | 49.92% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 24,105 | 559,000 | 14.16% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 22,050 | 511,000 | 12.94% | ||
| 4 | Sterling Capital Management LLC | 16,000 | 371,000 | 9.40% | ||
| 5 | CITY NATIONAL BANK | 10,370 | 240,000 | 6.08% | ||
| 6 | Nelson Capital Management, LLC | 5,000 | 116,000 | 2.94% | ||
| 7 | QCI ASSET MANAGEMENT INC/NY | 3,500 | 81,000 | 2.05% | ||
| 8 | Apriem Advisors | 2,757 | 64,000 | 1.62% | ||
| 9 | WESTPORT RESOURCES MANAGEMENT INC | 1,500 | 35,000 | 0.89% |
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.
