| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 596,428 | 11,409,000 | 93.89% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 23,388 | 448,000 | 3.69% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 15,361 | 294,000 | 2.42% |
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.
