| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 843,456 | 11,252,000 | 91.68% | ||
| 2 | OARSMAN CAPITAL, INC. | 37,524 | 501,000 | 4.08% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 32,500 | 433,000 | 3.53% | ||
| 4 | MONETARY MANAGEMENT GROUP INC | 6,500 | 87,000 | 0.71% |
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.
