| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 105,698 | 2,395,000 | 66.14% | ||
| 2 | RONALD BLUE & CO LLC | 54,100 | 1,226,000 | 33.86% |
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.
