| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 6,558,806 | 79,099,000 | 86.05% | ||
| 2 | Beaumont Financial Partners, LLC | 351,958 | 4,245,000 | 4.62% | ||
| 3 | AVALON CAPITAL MANAGEMENT | 228,716 | 2,758,000 | 3.00% | ||
| 4 | LOEB PARTNERS CORP | 177,130 | 2,136,000 | 2.32% | ||
| 5 | Ancora Advisors LLC | 88,050 | 1,062,000 | 1.16% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 62,996 | 760,000 | 0.83% | ||
| 7 | MONTAG A & ASSOCIATES INC | 43,369 | 523,000 | 0.57% | ||
| 8 | World Asset Management Inc | 38,259 | 461,000 | 0.50% | ||
| 9 | Camelot Portfolios, LLC | 25,157 | 303,000 | 0.33% | ||
| 10 | Veritable, L.P. | 24,959 | 301,000 | 0.33% | ||
| 11 | DAVIDSON & GARRARD INC | 22,943 | 277,000 | 0.30% |
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.
