| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 233,813 | 6,006,000 | 49.75% | ||
| 2 | FIRST FOUNDATION ADVISORS | 108,972 | 2,800,000 | 23.19% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 61,300 | 1,574,000 | 13.04% | ||
| 4 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,883 | 1,025,000 | 8.49% | ||
| 5 | PINNACLE ASSOCIATES LTD | 12,089 | 311,000 | 2.58% | ||
| 6 | Leonetti & Associates, LLC | 11,400 | 293,000 | 2.43% | ||
| 7 | Evercore Wealth Management, LLC | 2,486 | 64,000 | 0.53% |
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.
