| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 49,721 | 1,150,000 | 33.29% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 30,660 | 709,000 | 20.53% | ||
| 3 | Essex Financial Services, Inc. | 23,634 | 546,000 | 15.81% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 15,850 | 366,000 | 10.60% | ||
| 5 | Ken Stern & Associates, Inc. | 13,191 | 305,000 | 8.83% | ||
| 6 | PRIVATE ASSET MANAGEMENT INC | 9,800 | 227,000 | 6.57% | ||
| 7 | QCI ASSET MANAGEMENT INC/NY | 3,500 | 81,000 | 2.35% | ||
| 8 | Apriem Advisors | 1,774 | 41,000 | 1.19% | ||
| 9 | GLENMEDE TRUST CO NA | 1,200 | 27,000 | 0.78% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 100 | 2,000 | 0.06% |
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.
