| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 277,085 | 4,832,000 | 96.27% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 10,715 | 187,000 | 3.73% |
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.
