| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 33,661 | 544,000 | 50.23% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 21,650 | 350,000 | 32.32% | ||
| 3 | Cetera Advisors LLC | 11,768 | 189,000 | 17.45% |
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.
