| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 352,319 | 4,830,000 | 51.59% | ||
| 2 | Selway Asset Management | 159,668 | 2,189,000 | 23.38% | ||
| 3 | Curi Capital, LLC | 59,361 | 814,000 | 8.69% | ||
| 4 | Veritable, L.P. | 40,570 | 556,000 | 5.94% | ||
| 5 | Accuvest Global Advisors | 28,000 | 384,000 | 4.10% | ||
| 6 | BECK MACK & OLIVER LLC | 25,691 | 352,000 | 3.76% | ||
| 7 | HOLLENCREST CAPITAL MANAGEMENT | 17,283 | 237,000 | 2.53% |
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.
