| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 4,343,938 | 71,067,000 | 97.11% | ||
| 2 | SCHNEIDER CAPITAL MANAGEMENT CORP | 69,456 | 1,136,000 | 1.55% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 38,541 | 631,000 | 0.86% | ||
| 4 | AR ASSET MANAGEMENT INC | 21,000 | 344,000 | 0.47% | ||
| 5 | QUADRANT CAPITAL GROUP LLC | 364 | 5,000 | 0.01% |
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.
