| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 278,037 | 4,426,000 | 56.50% | ||
| 2 | Narwhal Capital Management | 77,595 | 1,235,000 | 15.76% | ||
| 3 | Curi Capital, LLC | 63,052 | 1,004,000 | 12.82% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 25,222 | 402,000 | 5.13% | ||
| 5 | 1834 INVESTMENT ADVISORS CO | 20,417 | 325,000 | 4.15% | ||
| 6 | SANDERS MORRIS HARRIS INC/FA | 11,316 | 180,000 | 2.30% | ||
| 7 | Laird Norton Wetherby Wealth Management, LLC | 10,133 | 161,000 | 2.06% | ||
| 8 | Evercore Wealth Management, LLC | 4,503 | 72,000 | 0.92% | ||
| 9 | MONETARY MANAGEMENT GROUP INC | 1,791 | 29,000 | 0.37% |
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.
