| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Oxbow Advisors, LLC | 684,066 | 13,565,000 | 64.43% | ||
| 2 | WISCONSIN CAPITAL MANAGEMENT LLC | 141,451 | 2,805,000 | 13.32% | ||
| 3 | Windsor Financial Group, LLC | 99,350 | 1,970,000 | 9.36% | ||
| 4 | Addison Capital Co | 67,538 | 1,339,000 | 6.36% | ||
| 5 | GAMBLE JONES INVESTMENT COUNSEL | 40,784 | 809,000 | 3.84% | ||
| 6 | SVA Wealth Management, LLC | 28,558 | 566,000 | 2.69% |
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.
