| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 23,775 | 277,000 | 66.19% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 10,680 | 124,000 | 29.63% | ||
| 3 | First City Capital Management, Inc. | 1,500 | 17,475 | 4.18% |
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.
