| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 275,865 | 3,589,000 | 62.17% | ||
| 2 | PINNACLE ASSOCIATES LTD | 141,087 | 1,836,000 | 31.80% | ||
| 3 | Pinnacle Wealth Management Advisory Group, LLC | 14,700 | 191,000 | 3.31% | ||
| 4 | Curi Capital, LLC | 12,055 | 157,000 | 2.72% |
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.
