| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 42,142 | 519,000 | 27.12% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 52,022 | 640,000 | 33.44% | ||
| 3 | FIRST FOUNDATION ADVISORS | 61,244 | 755,000 | 39.45% |
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.
