| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Oxbow Advisors, LLC | 753,672 | 15,089,000 | 69.88% | ||
| 2 | WISCONSIN CAPITAL MANAGEMENT LLC | 145,751 | 2,918,000 | 13.51% | ||
| 3 | Windsor Financial Group, LLC | 107,975 | 2,162,000 | 10.01% | ||
| 4 | GAMBLE JONES INVESTMENT COUNSEL | 41,877 | 824,000 | 3.82% | ||
| 5 | SVA Wealth Management, LLC | 29,958 | 600,000 | 2.78% |
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.
