| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 413,787 | 5,503,000 | 81.94% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 47,150 | 627,000 | 9.34% | ||
| 3 | OARSMAN CAPITAL, INC. | 38,824 | 516,000 | 7.68% | ||
| 4 | MONETARY MANAGEMENT GROUP INC | 5,250 | 70,000 | 1.04% |
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.
