| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 1,113,463 | 25,821,000 | 92.40% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 38,541 | 894,000 | 3.20% | ||
| 3 | LOEB PARTNERS CORP | 32,000 | 742,000 | 2.66% | ||
| 4 | AR ASSET MANAGEMENT INC | 21,000 | 487,000 | 1.74% |
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.
