| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 27,157 | 470,000 | 44.89% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 21,650 | 374,000 | 35.72% | ||
| 3 | Cetera Advisors LLC | 11,751 | 203,000 | 19.39% |
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.
