| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 1,739,951 | 36,696,000 | 96.69% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 38,541 | 813,000 | 2.14% | ||
| 3 | AR ASSET MANAGEMENT INC | 21,000 | 443,000 | 1.17% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 54 | 1,000 | 0.00% |
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.
