| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 2,533,922 | 46,016,000 | 97.52% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 43,314 | 787,000 | 1.67% | ||
| 3 | AR ASSET MANAGEMENT INC | 21,000 | 381,000 | 0.81% |
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.
