| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 40,984 | 1,053,000 | 23.85% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 31,050 | 795,000 | 18.00% | ||
| 3 | ROOSEVELT INVESTMENT GROUP LLC | 30,190 | 773,000 | 17.50% | ||
| 4 | Essex Financial Services, Inc. | 23,524 | 603,000 | 13.65% | ||
| 5 | Sterling Capital Management LLC | 16,000 | 410,000 | 9.28% | ||
| 6 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 15,850 | 406,000 | 9.19% | ||
| 7 | PRIVATE ASSET MANAGEMENT INC | 8,100 | 208,000 | 4.71% | ||
| 8 | QCI ASSET MANAGEMENT INC/NY | 3,500 | 90,000 | 2.04% | ||
| 9 | Apriem Advisors | 1,767 | 45,000 | 1.02% | ||
| 10 | GLENMEDE TRUST CO NA | 1,200 | 30,000 | 0.68% | ||
| 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.
