| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 504,460 | 5,579,000 | 88.89% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 62,953 | 697,000 | 11.11% |
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.
