| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Lesa Sroufe & Co | 134,023 | 3,344,000 | 53.68% | ||
| 2 | FIRST FOUNDATION ADVISORS | 107,351 | 2,678,000 | 42.99% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 8,282 | 207,000 | 3.32% |
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.
