| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 297,981 | 6,854,000 | 76.53% | ||
| 2 | RONALD BLUE & CO LLC | 91,381 | 2,102,000 | 23.47% |
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.
