| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 431,259 | 6,353,000 | 93.43% | ||
| 2 | FIRST FOUNDATION ADVISORS | 17,305 | 255,000 | 3.75% | ||
| 3 | Laird Norton Wetherby Wealth Management, LLC | 13,055 | 192,000 | 2.82% |
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.
