| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 40,355 | 464,000 | 77.20% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 11,910 | 137,000 | 22.80% |
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.
