| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 320,474 | 5,044,000 | 75.14% | ||
| 2 | Narwhal Capital Management | 77,595 | 1,221,000 | 18.19% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 25,222 | 397,000 | 5.91% | ||
| 4 | MONETARY MANAGEMENT GROUP INC | 1,791 | 28,000 | 0.42% | ||
| 5 | Evercore Wealth Management, LLC | 1,487 | 23,000 | 0.34% |
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.
