| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 325,497 | 7,988,000 | 86.93% | ||
| 2 | RONALD BLUE & CO LLC | 48,940 | 1,201,000 | 13.07% |
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.
