| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 39,560 | 1,004,000 | 23.02% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 31,350 | 796,000 | 18.25% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 31,175 | 791,000 | 18.14% | ||
| 4 | Essex Financial Services, Inc. | 21,166 | 537,000 | 12.31% | ||
| 5 | Sterling Capital Management LLC | 16,000 | 407,000 | 9.33% | ||
| 6 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 15,850 | 402,000 | 9.22% | ||
| 7 | PRIVATE ASSET MANAGEMENT INC | 8,100 | 206,000 | 4.72% | ||
| 8 | Apriem Advisors | 3,765 | 96,000 | 2.20% | ||
| 9 | QCI ASSET MANAGEMENT INC/NY | 3,500 | 89,000 | 2.04% | ||
| 10 | GLENMEDE TRUST CO NA | 1,200 | 30,000 | 0.69% | ||
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 100 | 3,000 | 0.07% |
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.
