| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 25,702 | 631,000 | 53.34% | ||
| 2 | SignalPoint Asset Management, LLC | 11,701 | 287,000 | 24.26% | ||
| 3 | Crow Point Partners, LLC | 5,578 | 137,000 | 11.58% | ||
| 4 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 5,000 | 123,000 | 10.40% | ||
| 5 | Highlander Capital Management, LLC | 200 | 5,000 | 0.42% |
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.