| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 10,212 | 151,000 | 2.39% | ||
| 2 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 60,030 | 887,000 | 14.07% | ||
| 3 | Oxbow Advisors, LLC | 75,996 | 1,123,000 | 17.81% | ||
| 4 | FIRST FOUNDATION ADVISORS | 280,478 | 4,145,000 | 65.73% |
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.
