| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 884,547 | 12,056,000 | 90.57% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 48,500 | 661,000 | 4.97% | ||
| 3 | OARSMAN CAPITAL, INC. | 37,874 | 516,000 | 3.88% | ||
| 4 | MONETARY MANAGEMENT GROUP INC | 5,750 | 78,000 | 0.59% |
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.
