| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 35,632 | 437,000 | 37.51% | ||
| 2 | Curi Capital, LLC | 34,681 | 425,000 | 36.48% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 24,686 | 303,000 | 26.01% |
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.
