| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Adams Asset Advisors, LLC | 149,819 | 9,094,000 | 78.89% | ||
| 2 | Oxbow Advisors, LLC | 8,758 | 532,000 | 4.61% | ||
| 3 | FLPUTNAM INVESTMENT MANAGEMENT CO | 8,049 | 489,000 | 4.24% | ||
| 4 | Geneva Advisors, LLC | 7,452 | 452,000 | 3.92% | ||
| 5 | Camelot Portfolios, LLC | 6,785 | 412,000 | 3.57% | ||
| 6 | Obermeyer Wealth Partners | 5,509 | 337,000 | 2.92% | ||
| 7 | BALDWIN WEALTH PARTNERS LLC/MA | 3,500 | 212,000 | 1.84% |
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.
