| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 328,143 | 8,978,000 | 80.72% | ||
| 2 | Belmont Global Advisors, Inc. | 55,022 | 1,505,000 | 13.53% | ||
| 3 | SUMMIT CAPITAL MANAGEMENT LLC | 20,669 | 566,000 | 5.09% | ||
| 4 | MONETARY MANAGEMENT GROUP INC | 2,650 | 73,000 | 0.66% |
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.
