| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 134,492 | 4,585,000 | 79.89% | ||
| 2 | Belmont Global Advisors, Inc. | 31,702 | 1,081,000 | 18.84% | ||
| 3 | MONETARY MANAGEMENT GROUP INC | 2,150 | 73,000 | 1.27% |
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.
