| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 686,619 | 10,066,000 | 70.31% | ||
| 2 | Oxbow Advisors, LLC | 264,627 | 3,879,000 | 27.09% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 25,350 | 372,000 | 2.60% |
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.
