| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 121,857 | 2,971,000 | 75.56% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 27,789 | 677,000 | 17.22% | ||
| 3 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 11,650 | 284,000 | 7.22% |
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.
