| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 95,255 | 4,609,000 | 30.10% | ||
| 2 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 92,799 | 4,491,000 | 29.33% | ||
| 3 | EVERGREEN CAPITAL MANAGEMENT LLC | 63,626 | 3,079,000 | 20.11% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 42,290 | 2,046,000 | 13.36% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 10,935 | 529,000 | 3.45% | ||
| 6 | DT Investment Partners, LLC | 7,173 | 347,000 | 2.27% | ||
| 7 | Ancora Advisors LLC | 4,407 | 213,000 | 1.39% |
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.
