| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Adams Asset Advisors, LLC | 150,193 | 8,673,000 | 73.14% | ||
| 2 | Oxbow Advisors, LLC | 9,288 | 536,000 | 4.52% | ||
| 3 | First City Capital Management, Inc. | 8,915 | 514,841 | 4.34% | ||
| 4 | FLPUTNAM INVESTMENT MANAGEMENT CO | 8,049 | 465,000 | 3.92% | ||
| 5 | Geneva Advisors, LLC | 7,452 | 430,000 | 3.63% | ||
| 6 | Camelot Portfolios, LLC | 6,785 | 392,000 | 3.31% | ||
| 7 | Belmont Global Advisors, Inc. | 5,675 | 328,000 | 2.77% | ||
| 8 | Obermeyer Wealth Partners | 5,500 | 318,000 | 2.68% | ||
| 9 | BALDWIN WEALTH PARTNERS LLC/MA | 3,500 | 202,000 | 1.70% |
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.
