| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 119,833 | 3,045,000 | 69.24% | ||
| 2 | MassMutual Private Wealth & Trust, FSB | 25,300 | 642,873 | 14.62% | ||
| 3 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 14,440 | 367,000 | 8.34% | ||
| 4 | NORTHSTAR INVESTMENT ADVISORS LLC | 11,887 | 302,000 | 6.87% | ||
| 5 | MYCIO WEALTH PARTNERS, LLC | 1,253 | 32,000 | 0.73% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 350 | 9,000 | 0.20% |
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.
