| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 127,101 | 3,310,000 | 67.70% | ||
| 2 | MassMutual Private Wealth & Trust, FSB | 32,125 | 836,535 | 17.11% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 16,000 | 417,000 | 8.53% | ||
| 4 | NORTHSTAR INVESTMENT ADVISORS LLC | 12,265 | 319,000 | 6.52% | ||
| 5 | AMERIPRISE FINANCIAL INC | 277 | 7,000 | 0.14% |
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.