| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 274,547 | 6,263,000 | 96.88% | ||
| 2 | CABOT WEALTH MANAGEMENT INC | 8,875 | 202,000 | 3.12% |
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.
