| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 314,849 | 6,974,000 | 83.30% | ||
| 2 | RONALD BLUE & CO LLC | 63,110 | 1,398,000 | 16.70% |
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.
