| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 305,924 | 4,402,000 | 77.84% | ||
| 2 | Narwhal Capital Management | 75,488 | 1,086,000 | 19.20% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 10,168 | 146,000 | 2.58% | ||
| 4 | Evercore Wealth Management, LLC | 1,487 | 21,000 | 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.
