| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 4,800 | 368,000 | 8.40% | ||
| 2 | SONATA CAPITAL GROUP INC | 10,590 | 813,000 | 18.55% | ||
| 3 | Veritable, L.P. | 41,712 | 3,201,000 | 73.05% |
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.
