| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 1,066,230 | 9,330,000 | 97.09% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 19,643 | 172,000 | 1.79% | ||
| 3 | AFAM CAPITAL, INC. | 12,300 | 108,000 | 1.12% |
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.