| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 138,259 | 3,563,000 | 41.15% | ||
| 2 | Lesa Sroufe & Co | 133,513 | 3,441,000 | 39.74% | ||
| 3 | FIC CAPITAL INC | 38,200 | 984,000 | 11.37% | ||
| 4 | HIGH POINTE CAPITAL MANAGEMENT LLC | 25,980 | 670,000 | 7.74% |
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.