| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 447,809 | 10,085,000 | 94.09% | ||
| 2 | RONALD BLUE & CO LLC | 28,125 | 634,000 | 5.91% |
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.
