| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Oxbow Advisors, LLC | 735,095 | 15,003,000 | 68.88% | ||
| 2 | WISCONSIN CAPITAL MANAGEMENT LLC | 148,751 | 3,036,000 | 13.94% | ||
| 3 | Windsor Financial Group, LLC | 103,800 | 2,119,000 | 9.73% | ||
| 4 | GAMBLE JONES INVESTMENT COUNSEL | 41,140 | 840,000 | 3.86% | ||
| 5 | SVA Wealth Management, LLC | 28,458 | 581,000 | 2.67% | ||
| 6 | Camelot Portfolios, LLC | 9,842 | 201,000 | 0.92% |
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.
