| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 130,666 | 2,823,000 | 82.30% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 28,097 | 607,000 | 17.70% |
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.