| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 6,125,647 | 76,754,000 | 91.06% | ||
| 2 | LOEB PARTNERS CORP | 186,130 | 2,332,000 | 2.77% | ||
| 3 | Beaumont Financial Partners, LLC | 110,700 | 1,387,000 | 1.65% | ||
| 4 | Ancora Advisors LLC | 93,400 | 1,170,000 | 1.39% | ||
| 5 | World Asset Management Inc | 58,926 | 738,000 | 0.88% | ||
| 6 | HARVEST MANAGEMENT LLC | 50,000 | 627,000 | 0.74% | ||
| 7 | MONTAG A & ASSOCIATES INC | 43,369 | 543,000 | 0.64% | ||
| 8 | Camelot Portfolios, LLC | 25,132 | 315,000 | 0.37% | ||
| 9 | DAVIDSON & GARRARD INC | 23,143 | 290,000 | 0.34% | ||
| 10 | Veritable, L.P. | 10,534 | 132,000 | 0.16% |
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.
