| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Oxbow Advisors, LLC | 381,745 | 8,024,000 | 66.77% | ||
| 2 | Veritable, L.P. | 113,606 | 2,388,000 | 19.87% | ||
| 3 | FIRST FOUNDATION ADVISORS | 52,719 | 1,108,000 | 9.22% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 23,729 | 498,000 | 4.14% |
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.
