| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 528,504 | 5,497,000 | 54.24% | ||
| 2 | Advisors Capital Management, LLC | 300,721 | 3,127,000 | 30.86% | ||
| 3 | Addison Capital Co | 82,340 | 856,000 | 8.45% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 62,953 | 654,000 | 6.45% |
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.
