| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 62,216 | 1,333,000 | 85.61% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 10,453 | 224,000 | 14.39% |
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.
