| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 87,673 | 2,032,000 | 41.66% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 32,050 | 743,000 | 15.23% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 30,370 | 704,000 | 14.44% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 22,050 | 512,000 | 10.50% | ||
| 5 | Sterling Capital Management LLC | 16,000 | 371,000 | 7.61% | ||
| 6 | CITY NATIONAL BANK | 10,370 | 240,000 | 4.92% | ||
| 7 | Nelson Capital Management, LLC | 5,000 | 116,000 | 2.38% | ||
| 8 | QCI ASSET MANAGEMENT INC/NY | 3,500 | 81,000 | 1.66% | ||
| 9 | Apriem Advisors | 3,261 | 76,000 | 1.56% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 100 | 2,000 | 0.04% |
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.
