| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 104,868 | 2,411,000 | 67.44% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 27,618 | 635,000 | 17.76% | ||
| 3 | Oxbow Advisors, LLC | 12,993 | 299,000 | 8.36% | ||
| 4 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 10,025 | 230,000 | 6.43% |
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.
