| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 20,045 | 453,000 | 32.66% | ||
| 2 | RONALD BLUE & CO LLC | 18,000 | 407,000 | 29.34% | ||
| 3 | CABOT WEALTH MANAGEMENT INC | 14,315 | 324,000 | 23.36% | ||
| 4 | FIRST FOUNDATION ADVISORS | 8,962 | 203,000 | 14.64% |
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.
