| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 40,817 | 572,000 | 54.74% | ||
| 2 | 1834 INVESTMENT ADVISORS CO | 22,800 | 320,000 | 30.62% | ||
| 3 | Oxbow Advisors, LLC | 10,936 | 153,000 | 14.64% |
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.
