| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 313,997 | 4,462,000 | 56.31% | ||
| 2 | PINNACLE ASSOCIATES LTD | 150,308 | 2,136,000 | 26.96% | ||
| 3 | Belmont Global Advisors, Inc. | 75,069 | 1,067,000 | 13.47% | ||
| 4 | Pinnacle Wealth Management Advisory Group, LLC | 18,200 | 259,000 | 3.27% |
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.
