| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BOSTON FAMILY OFFICE LLC | 133,150 | 1,118,000 | 45.12% | ||
| 2 | SHELTON CAPITAL MANAGEMENT | 100,000 | 840,000 | 33.90% | ||
| 3 | FIRST FOUNDATION ADVISORS | 46,891 | 394,000 | 15.90% | ||
| 4 | DOHENY ASSET MANAGEMENT /CA | 15,000 | 126,000 | 5.08% |
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.
