| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 209,606 | 2,964,000 | 69.94% | ||
| 2 | Narwhal Capital Management | 75,488 | 1,067,000 | 25.18% | ||
| 3 | EVERGREEN CAPITAL MANAGEMENT LLC | 12,354 | 175,000 | 4.13% | ||
| 4 | Evercore Wealth Management, LLC | 1,487 | 21,000 | 0.50% | ||
| 5 | Ancora Advisors LLC | 769 | 11,000 | 0.26% |
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.
