| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Oxbow Advisors, LLC | 676,724 | 13,311,000 | 81.62% | ||
| 2 | Windsor Financial Group, LLC | 110,500 | 2,174,000 | 13.33% | ||
| 3 | GAMBLE JONES INVESTMENT COUNSEL | 41,877 | 824,000 | 5.05% |
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.
