| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Oxbow Advisors, LLC | 231,069 | 4,737,000 | 83.47% | ||
| 2 | FIRST FOUNDATION ADVISORS | 27,710 | 568,000 | 10.01% | ||
| 3 | Veritable, L.P. | 18,037 | 370,000 | 6.52% |
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.
