| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 38,007 | 467,000 | 38.18% | ||
| 2 | FIRST FOUNDATION ADVISORS | 36,788 | 452,000 | 36.96% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 24,686 | 304,000 | 24.86% |
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.
