| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 215,177 | 1,691,000 | 61.18% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 51,105 | 402,000 | 14.54% | ||
| 3 | Oxbow Advisors, LLC | 41,247 | 324,000 | 11.72% | ||
| 4 | SignalPoint Asset Management, LLC | 31,351 | 246,000 | 8.90% | ||
| 5 | OARSMAN CAPITAL, INC. | 11,708 | 92,000 | 3.33% | ||
| 6 | QCI ASSET MANAGEMENT INC/NY | 1,200 | 9,000 | 0.33% |
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.
