| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 115,458 | 3,644,000 | 62.72% | ||
| 2 | Belmont Global Advisors, Inc. | 45,352 | 1,431,000 | 24.63% | ||
| 3 | SUMMIT CAPITAL MANAGEMENT LLC | 21,145 | 667,000 | 11.48% | ||
| 4 | MONETARY MANAGEMENT GROUP INC | 2,150 | 68,000 | 1.17% |
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.
