| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 114,016 | 2,897,000 | 57.90% | ||
| 2 | MassMutual Private Wealth & Trust, FSB | 32,125 | 836,535 | 16.72% | ||
| 3 | AMERIPRISE FINANCIAL INC | 20,450 | 520,000 | 10.39% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 16,000 | 407,000 | 8.13% | ||
| 5 | NORTHSTAR INVESTMENT ADVISORS LLC | 11,887 | 302,000 | 6.04% | ||
| 6 | MYCIO WEALTH PARTNERS, LLC | 1,253 | 32,000 | 0.64% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 350 | 9,000 | 0.18% |
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.
