| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Convergence Investment Partners, LLC | 80,690 | 1,331,000 | 52.32% | ||
| 2 | FIRST FOUNDATION ADVISORS | 63,302 | 1,044,000 | 41.04% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 10,241 | 169,000 | 6.64% |
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.
