| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 118,806 | 3,133,000 | 63.88% | ||
| 2 | MassMutual Private Wealth & Trust, FSB | 38,925 | 1,026,452 | 20.93% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 16,000 | 422,000 | 8.60% | ||
| 4 | NORTHSTAR INVESTMENT ADVISORS LLC | 12,265 | 323,000 | 6.59% |
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.