| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 244,689 | 4,862,000 | 54.27% | ||
| 2 | Oxbow Advisors, LLC | 169,928 | 3,376,000 | 37.68% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 25,195 | 501,000 | 5.59% | ||
| 4 | Curi Capital, LLC | 11,094 | 220,000 | 2.46% |
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.
