| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 89,700 | 4,502,000 | 44.23% | ||
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | 55,941 | 2,808,000 | 27.59% | ||
| 3 | FIRST FOUNDATION ADVISORS | 24,016 | 1,205,000 | 11.84% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 18,735 | 940,000 | 9.24% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 8,435 | 423,000 | 4.16% | ||
| 6 | DT Investment Partners, LLC | 5,973 | 300,000 | 2.95% |
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.
