| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 326,568 | 7,936,000 | 85.33% | ||
| 2 | RONALD BLUE & CO LLC | 47,130 | 1,145,000 | 12.31% | ||
| 3 | Curi Capital, LLC | 9,000 | 219,000 | 2.35% |
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.
