| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OARSMAN CAPITAL, INC. | 38,274 | 539,000 | 7.40% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 48,500 | 683,000 | 9.38% | ||
| 3 | FIRST FOUNDATION ADVISORS | 430,255 | 6,062,000 | 83.22% |
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.
