| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOLLENCREST CAPITAL MANAGEMENT | 10,212 | 159,000 | 2.36% | ||
| 2 | Accuvest Global Advisors | 57,210 | 891,000 | 13.20% | ||
| 3 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 60,940 | 949,000 | 14.06% | ||
| 4 | FIRST FOUNDATION ADVISORS | 305,174 | 4,752,000 | 70.39% |
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.