| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 113,015 | 463,000 | 58.09% | ||
| 2 | Oxbow Advisors, LLC | 51,522 | 211,000 | 26.47% | ||
| 3 | BECK MACK & OLIVER LLC | 19,743 | 81,000 | 10.16% | ||
| 4 | OARSMAN CAPITAL, INC. | 10,279 | 42,000 | 5.27% |
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.
