| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 993,794 | 8,716,000 | 96.88% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 19,643 | 173,000 | 1.92% | ||
| 3 | AFAM CAPITAL, INC. | 12,300 | 108,000 | 1.20% |
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.
