| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JMG Financial Group, Ltd. | 32,497 | 1,989,000 | 62.74% | ||
| 2 | FIRST FOUNDATION ADVISORS | 5,963 | 365,000 | 11.51% | ||
| 3 | Tufton Capital Management | 4,800 | 294,000 | 9.27% | ||
| 4 | Veritable, L.P. | 4,430 | 271,000 | 8.55% | ||
| 5 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 4,100 | 251,000 | 7.92% |
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.
