| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 48,723 | 590,000 | 67.58% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 11,910 | 144,000 | 16.49% | ||
| 3 | Curi Capital, LLC | 11,494 | 139,000 | 15.92% |
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.
