| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Oxbow Advisors, LLC | 380,635 | 8,260,000 | 60.35% | ||
| 2 | Veritable, L.P. | 113,606 | 2,465,000 | 18.01% | ||
| 3 | CABOT WEALTH MANAGEMENT INC | 66,200 | 1,437,000 | 10.50% | ||
| 4 | FIRST FOUNDATION ADVISORS | 47,763 | 1,036,000 | 7.57% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 22,508 | 488,000 | 3.57% |
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.
