| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Oxbow Advisors, LLC | 273,911 | 5,278,000 | 68.89% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 70,825 | 1,365,000 | 17.82% | ||
| 3 | Adams Asset Advisors, LLC | 35,765 | 689,000 | 8.99% | ||
| 4 | Hodges Capital Management Inc. | 17,054 | 329,000 | 4.29% | ||
| 5 | Bollard Group LLC | 2 | 0 | 0.00% |
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.
