| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 7,590,134 | 74,763,000 | 62.94% | ||
| 2 | KINGSTOWN CAPITAL MANAGEMENT L.P. | 4,000,000 | 39,400,000 | 33.17% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 215,159 | 2,119,000 | 1.78% | ||
| 4 | AVALON CAPITAL MANAGEMENT | 138,786 | 1,367,000 | 1.15% | ||
| 5 | World Asset Management Inc | 26,471 | 261,000 | 0.22% | ||
| 6 | Veritable, L.P. | 24,980 | 246,000 | 0.21% | ||
| 7 | Ancora Advisors LLC | 0 | 197,000 | 0.17% | ||
| 8 | DAVIDSON & GARRARD INC | 17,943 | 177,000 | 0.15% | ||
| 9 | HARVEST MANAGEMENT LLC | 15,000 | 148,000 | 0.12% | ||
| 10 | MONTAG A & ASSOCIATES INC | 10,582 | 104,000 | 0.09% |
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.
