| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 369,067 | 8,474,000 | 88.87% | ||
| 2 | RONALD BLUE & CO LLC | 46,202 | 1,061,000 | 11.13% |
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.
