| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Avalon Investment & Advisory | 19,294 | 1,094,000 | 70.90% | ||
| 2 | FIRST FOUNDATION ADVISORS | 7,921 | 449,000 | 29.10% |
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.
