| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 219,507 | 3,036,000 | 71.47% | ||
| 2 | Accuvest Global Advisors | 65,040 | 900,000 | 21.19% | ||
| 3 | MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 22,580 | 312,000 | 7.34% |
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.