| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Oxbow Advisors, LLC | 464,800 | 6,772,000 | 91.08% | ||
| 2 | Veritable, L.P. | 23,408 | 341,000 | 4.59% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 11,600 | 169,000 | 2.27% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 10,530 | 153,000 | 2.06% |
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.
