| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JMG Financial Group, Ltd. | 35,970 | 2,388,000 | 85.99% | ||
| 2 | FIRST FOUNDATION ADVISORS | 5,861 | 389,000 | 14.01% |
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.
