| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Avalon Investment & Advisory | 15,522 | 1,232,000 | 62.25% | ||
| 2 | FIRST FOUNDATION ADVISORS | 9,411 | 747,000 | 37.75% |
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.
