| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 660,785 | 9,747,000 | 68.30% | ||
| 2 | Oxbow Advisors, LLC | 281,045 | 4,145,000 | 29.05% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 25,350 | 374,000 | 2.62% | ||
| 4 | ISTHMUS PARTNERS, LLC | 265 | 4,000 | 0.03% |
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.
