| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 4,254,903 | 66,845,000 | 93.05% | ||
| 2 | SCHNEIDER CAPITAL MANAGEMENT CORP | 279,032 | 4,384,000 | 6.10% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 38,541 | 605,000 | 0.84% |
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.
