| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 359,160 | 7,607,000 | 55.59% | ||
| 2 | Oxbow Advisors, LLC | 121,472 | 2,573,000 | 18.80% | ||
| 3 | FIRST FOUNDATION ADVISORS | 80,679 | 1,709,000 | 12.49% | ||
| 4 | Veritable, L.P. | 53,520 | 1,134,000 | 8.29% | ||
| 5 | CABOT WEALTH MANAGEMENT INC | 19,260 | 408,000 | 2.98% | ||
| 6 | HOLLENCREST CAPITAL MANAGEMENT | 11,900 | 252,000 | 1.84% |
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.
