| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 102,630 | 392,000 | 55.76% | ||
| 2 | Oxbow Advisors, LLC | 51,522 | 197,000 | 28.02% | ||
| 3 | BECK MACK & OLIVER LLC | 19,743 | 75,000 | 10.67% | ||
| 4 | OARSMAN CAPITAL, INC. | 10,279 | 39,000 | 5.55% |
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.
