| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 484,871 | 25,625,000 | 49.17% | ||
| 2 | Integre Asset Management, LLC | 384,010 | 20,295,000 | 38.95% | ||
| 3 | World Asset Management Inc | 27,223 | 1,439,000 | 2.76% | ||
| 4 | BRIDGES INVESTMENT MANAGEMENT INC | 24,412 | 1,290,000 | 2.48% | ||
| 5 | HIGH POINTE CAPITAL MANAGEMENT LLC | 20,790 | 1,099,000 | 2.11% | ||
| 6 | BRIDGES INVESTMENT COUNSEL INC/ | 17,251 | 912,000 | 1.75% | ||
| 7 | SOL Capital Management CO | 9,664 | 511,000 | 0.98% | ||
| 8 | Veritable, L.P. | 7,398 | 391,000 | 0.75% | ||
| 9 | Willingdon Wealth Management | 5,227 | 276,000 | 0.53% | ||
| 10 | Laird Norton Wetherby Wealth Management, LLC | 5,168 | 273,000 | 0.52% |
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.
