| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Oxbow Advisors, LLC | 305,568 | 6,771,000 | 50.47% | ||
| 2 | Veritable, L.P. | 107,950 | 2,392,000 | 17.83% | ||
| 3 | FIRST FOUNDATION ADVISORS | 89,424 | 1,982,000 | 14.77% | ||
| 4 | CABOT WEALTH MANAGEMENT INC | 76,365 | 1,692,000 | 12.61% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 26,200 | 580,000 | 4.32% |
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.
