| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OARSMAN CAPITAL, INC. | 38,208 | 558,000 | 9.54% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 48,500 | 709,000 | 12.12% | ||
| 3 | FIRST FOUNDATION ADVISORS | 313,808 | 4,585,000 | 78.35% |
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.
