| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Oxbow Advisors, LLC | 344,844 | 6,980,000 | 63.12% | ||
| 2 | Veritable, L.P. | 116,106 | 2,350,000 | 21.25% | ||
| 3 | FIRST FOUNDATION ADVISORS | 63,551 | 1,286,000 | 11.63% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 21,883 | 443,000 | 4.01% |
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.
