| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Oxbow Advisors, LLC | 231,236 | 4,902,000 | 80.96% | ||
| 2 | FIRST FOUNDATION ADVISORS | 36,306 | 770,000 | 12.72% | ||
| 3 | Veritable, L.P. | 18,063 | 383,000 | 6.33% |
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.
