| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 579,823 | 5,810,000 | 88.45% | ||
| 2 | Narwhal Capital Management | 34,476 | 345,000 | 5.25% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 28,587 | 286,000 | 4.35% | ||
| 4 | BURNS J W & CO INC/NY | 12,800 | 128,000 | 1.95% |
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.
