| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 4,800 | 375,000 | 5.81% | ||
| 2 | SONATA CAPITAL GROUP INC | 10,890 | 851,000 | 13.19% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25,178 | 1,967,000 | 30.49% | ||
| 4 | Veritable, L.P. | 41,712 | 3,259,000 | 50.51% |
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.
