| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 37,171 | 544,000 | 46.90% | ||
| 2 | CATAWBA CAPITAL MANAGEMENT /VA | 14,480 | 212,000 | 18.28% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 11,500 | 168,000 | 14.48% | ||
| 4 | Curi Capital, LLC | 11,107 | 162,000 | 13.97% | ||
| 5 | Archford Capital Strategies, LLC | 5,118 | 74,000 | 6.38% |
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.
