| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 152,894 | 4,126,000 | 48.15% | ||
| 2 | FIRST FOUNDATION ADVISORS | 91,053 | 2,458,000 | 28.68% | ||
| 3 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 39,538 | 1,067,000 | 12.45% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 34,000 | 918,000 | 10.71% |
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.
