| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 4,297,562 | 67,944,000 | 92.48% | ||
| 2 | SCHNEIDER CAPITAL MANAGEMENT CORP | 311,152 | 4,919,000 | 6.70% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 38,541 | 609,000 | 0.83% |
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.
