| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 507,587 | 5,345,000 | 79.90% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 62,953 | 663,000 | 9.91% | ||
| 3 | AVALON CAPITAL MANAGEMENT | 56,200 | 592,000 | 8.85% | ||
| 4 | Plante Moran Financial Advisors, LLC | 8,500 | 90,000 | 1.35% |
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.
