| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 351,792 | 4,728,000 | 57.74% | ||
| 2 | Selway Asset Management | 159,918 | 2,149,000 | 26.25% | ||
| 3 | Veritable, L.P. | 40,570 | 545,000 | 6.66% | ||
| 4 | BECK MACK & OLIVER LLC | 25,691 | 345,000 | 4.21% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 17,283 | 233,000 | 2.85% | ||
| 6 | Accuvest Global Advisors | 14,000 | 188,000 | 2.30% |
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.
