| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 136,556 | 1,420,000 | 90.39% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 14,040 | 146,000 | 9.29% | ||
| 3 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 500 | 5,000 | 0.32% |
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.
