| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 262,372 | 7,556,000 | 78.40% | ||
| 2 | Belmont Global Advisors, Inc. | 45,340 | 1,306,000 | 13.55% | ||
| 3 | SUMMIT CAPITAL MANAGEMENT LLC | 21,496 | 619,000 | 6.42% | ||
| 4 | Crosspoint Capital Strategies, LLC | 2,800 | 81,000 | 0.84% | ||
| 5 | MONETARY MANAGEMENT GROUP INC | 2,650 | 76,000 | 0.79% |
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.
