| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 293,651 | 4,478,000 | 77.58% | ||
| 2 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 61,600 | 939,000 | 16.27% | ||
| 3 | Curi Capital, LLC | 13,068 | 199,000 | 3.45% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 10,212 | 156,000 | 2.70% |
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.
