| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 270,232 | 7,040,000 | 78.73% | ||
| 2 | Belmont Global Advisors, Inc. | 49,972 | 1,302,000 | 14.56% | ||
| 3 | SUMMIT CAPITAL MANAGEMENT LLC | 21,365 | 557,000 | 6.23% | ||
| 4 | MONETARY MANAGEMENT GROUP INC | 1,650 | 43,000 | 0.48% |
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.
