| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Sterling Capital Management LLC | 287,707 | 7,403,000 | 82.75% | ||
| 2 | AMERIPRISE FINANCIAL INC | 48,677 | 1,245,000 | 13.92% | ||
| 3 | Crow Point Partners, LLC | 5,370 | 138,000 | 1.54% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 5,000 | 129,000 | 1.44% | ||
| 5 | Brookstone Capital Management | 1,000 | 26,000 | 0.29% | ||
| 6 | Highlander Capital Management, LLC | 200 | 5,000 | 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.