| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Narwhal Capital Management | 81,308 | 1,167,000 | 54.46% | ||
| 2 | FIRST FOUNDATION ADVISORS | 39,682 | 569,000 | 26.55% | ||
| 3 | Yellowstone Partners, LLC | 16,637 | 239,000 | 11.15% | ||
| 4 | Oxbow Advisors, LLC | 11,719 | 168,000 | 7.84% |
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.
