| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 58,546 | 842,000 | 82.96% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 12,004 | 173,000 | 17.04% |
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.
