| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 1,079,058 | 24,700,000 | 94.77% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 38,541 | 882,000 | 3.38% | ||
| 3 | AR ASSET MANAGEMENT INC | 21,000 | 481,000 | 1.85% |
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.
