| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Adams Asset Advisors, LLC | 148,174 | 7,346,000 | 71.65% | ||
| 2 | Advisors Capital Management, LLC | 20,816 | 1,032,000 | 10.07% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20,088 | 996,000 | 9.71% | ||
| 4 | Avalon Investment & Advisory | 17,734 | 879,000 | 8.57% |
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.
