| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 40,039 | 1,011,000 | 32.10% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 30,660 | 774,000 | 24.57% | ||
| 3 | Essex Financial Services, Inc. | 23,524 | 594,000 | 18.86% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 15,850 | 400,000 | 12.70% | ||
| 5 | PRIVATE ASSET MANAGEMENT INC | 8,100 | 205,000 | 6.51% | ||
| 6 | QCI ASSET MANAGEMENT INC/NY | 3,500 | 88,000 | 2.79% | ||
| 7 | Apriem Advisors | 1,772 | 45,000 | 1.43% | ||
| 8 | GLENMEDE TRUST CO NA | 1,200 | 30,000 | 0.95% | ||
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 100 | 3,000 | 0.10% |
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.
