| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 231,061 | 1,772,000 | 62.68% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 51,105 | 392,000 | 13.87% | ||
| 3 | Oxbow Advisors, LLC | 41,247 | 316,000 | 11.18% | ||
| 4 | SignalPoint Asset Management, LLC | 31,154 | 239,000 | 8.45% | ||
| 5 | OARSMAN CAPITAL, INC. | 11,708 | 90,000 | 3.18% | ||
| 6 | Plante Moran Financial Advisors, LLC | 1,155 | 9,000 | 0.32% | ||
| 7 | QCI ASSET MANAGEMENT INC/NY | 1,200 | 9,000 | 0.32% |
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.
