| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 144,089 | 3,972,000 | 81.81% | ||
| 2 | Belmont Global Advisors, Inc. | 29,572 | 815,000 | 16.79% | ||
| 3 | MONETARY MANAGEMENT GROUP INC | 2,450 | 68,000 | 1.40% |
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.
