| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Oxbow Advisors, LLC | 670,982 | 13,701,000 | 81.05% | ||
| 2 | Windsor Financial Group, LLC | 114,575 | 2,340,000 | 13.84% | ||
| 3 | GAMBLE JONES INVESTMENT COUNSEL | 42,260 | 863,000 | 5.11% |
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.
