| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 336,744 | 4,438,000 | 56.95% | ||
| 2 | Selway Asset Management | 158,918 | 2,095,000 | 26.88% | ||
| 3 | Veritable, L.P. | 40,570 | 535,000 | 6.87% | ||
| 4 | BECK MACK & OLIVER LLC | 23,691 | 312,000 | 4.00% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 17,283 | 228,000 | 2.93% | ||
| 6 | Accuvest Global Advisors | 14,000 | 185,000 | 2.37% |
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.
