| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 109,330 | 3,114,000 | 62.64% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 32,000 | 911,000 | 18.33% | ||
| 3 | Belmont Global Advisors, Inc. | 29,572 | 842,000 | 16.94% | ||
| 4 | MONETARY MANAGEMENT GROUP INC | 2,450 | 70,000 | 1.41% | ||
| 5 | Evercore Wealth Management, LLC | 1,200 | 34,000 | 0.68% |
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.
