| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 341,006 | 4,679,000 | 50.23% | ||
| 2 | Selway Asset Management | 156,698 | 2,150,000 | 23.08% | ||
| 3 | Curi Capital, LLC | 93,634 | 1,285,000 | 13.79% | ||
| 4 | Veritable, L.P. | 40,570 | 557,000 | 5.98% | ||
| 5 | BECK MACK & OLIVER LLC | 16,800 | 230,000 | 2.47% | ||
| 6 | HOLLENCREST CAPITAL MANAGEMENT | 16,209 | 223,000 | 2.39% | ||
| 7 | Accuvest Global Advisors | 14,000 | 192,000 | 2.06% |
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.
