| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Adams Asset Advisors, LLC | 149,716 | 6,710,000 | 67.21% | ||
| 2 | Avalon Investment & Advisory | 14,399 | 645,000 | 6.46% | ||
| 3 | Advisors Capital Management, LLC | 14,337 | 643,000 | 6.44% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,713 | 525,000 | 5.26% | ||
| 5 | FLPUTNAM INVESTMENT MANAGEMENT CO | 7,924 | 355,000 | 3.56% | ||
| 6 | Oxbow Advisors, LLC | 7,078 | 317,000 | 3.18% | ||
| 7 | Geneva Advisors, LLC | 6,287 | 282,000 | 2.82% | ||
| 8 | Camelot Portfolios, LLC | 5,785 | 259,000 | 2.59% | ||
| 9 | Obermeyer Wealth Partners | 5,528 | 248,000 | 2.48% |
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.
