| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 7,612,787 | 58,771,000 | 78.57% | ||
| 2 | WBI INVESTMENTS, LLC | 1,608,023 | 12,413,000 | 16.59% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 347,699 | 2,684,000 | 3.59% | ||
| 4 | SVB WEALTH LLC | 67,300 | 520,000 | 0.70% | ||
| 5 | World Asset Management Inc | 30,099 | 232,000 | 0.31% | ||
| 6 | MENLO ADVISORS LLC | 12,787 | 98,000 | 0.13% | ||
| 7 | MONTAG A & ASSOCIATES INC | 10,582 | 82,000 | 0.11% | ||
| 8 | QUADRANT CAPITAL GROUP LLC | 415 | 2,000 | 0.00% |
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.
