| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 213,712 | 3,095,000 | 68.75% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 43,200 | 626,000 | 13.90% | ||
| 3 | OARSMAN CAPITAL, INC. | 37,174 | 538,000 | 11.95% | ||
| 4 | EVERETT HARRIS & CO /CA/ | 11,550 | 167,000 | 3.71% | ||
| 5 | MONETARY MANAGEMENT GROUP INC | 5,250 | 76,000 | 1.69% |
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.
