| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 346,043 | 7,094,000 | 55.88% | ||
| 2 | Oxbow Advisors, LLC | 137,425 | 2,817,000 | 22.19% | ||
| 3 | Veritable, L.P. | 59,358 | 1,217,000 | 9.59% | ||
| 4 | FIRST FOUNDATION ADVISORS | 47,492 | 974,000 | 7.67% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 14,700 | 301,000 | 2.37% | ||
| 6 | CABOT WEALTH MANAGEMENT INC | 14,195 | 291,000 | 2.29% |
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.
