| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 3,122,208 | 43,211,000 | 91.41% | ||
| 2 | SCHNEIDER CAPITAL MANAGEMENT CORP | 266,615 | 3,690,000 | 7.81% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 26,791 | 371,000 | 0.78% |
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.
