| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 34,786 | 829,000 | 40.92% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 20,045 | 477,000 | 23.54% | ||
| 3 | RONALD BLUE & CO LLC | 18,000 | 429,000 | 21.17% | ||
| 4 | Belmont Global Advisors, Inc. | 12,200 | 291,000 | 14.36% |
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.
