| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 228,066 | 6,614,000 | 73.78% | ||
| 2 | Belmont Global Advisors, Inc. | 45,742 | 1,327,000 | 14.80% | ||
| 3 | SUMMIT CAPITAL MANAGEMENT LLC | 20,431 | 592,000 | 6.60% | ||
| 4 | Curi Capital, LLC | 11,976 | 347,000 | 3.87% | ||
| 5 | MONETARY MANAGEMENT GROUP INC | 2,900 | 84,000 | 0.94% |
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.
