| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 290,193 | 4,402,000 | 80.31% | ||
| 2 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 60,940 | 924,000 | 16.86% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 10,212 | 155,000 | 2.83% |
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.
