| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Focused Wealth Management, Inc | 1,200 | 29,000 | 1.05% | ||
| 2 | SONORA INVESTMENT MANAGEMENT, LLC | 18,388 | 442,783 | 16.05% | ||
| 3 | FIRST FOUNDATION ADVISORS | 38,215 | 920,000 | 33.35% | ||
| 4 | BECK CAPITAL MANAGEMENT, LLC | 56,769 | 1,367,000 | 49.55% |
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.
