| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Oxbow Advisors, LLC | 185,869 | 4,080,000 | 75.74% | ||
| 2 | FIRST FOUNDATION ADVISORS | 41,938 | 921,000 | 17.10% | ||
| 3 | Veritable, L.P. | 17,581 | 386,000 | 7.17% |
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.
