| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 73,270 | 1,152,000 | 86.36% | ||
| 2 | Cetera Advisors LLC | 11,386 | 180,000 | 13.49% | ||
| 3 | Karp Capital Management Corp | 141 | 2,000 | 0.15% |
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.
