| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 6,022,928 | 47,702,000 | 67.69% | ||
| 2 | WBI INVESTMENTS, LLC | 2,376,540 | 18,822,000 | 26.71% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 364,341 | 2,886,000 | 4.10% | ||
| 4 | SVB WEALTH LLC | 66,530 | 527,000 | 0.75% | ||
| 5 | World Asset Management Inc | 39,009 | 309,000 | 0.44% | ||
| 6 | MENLO ADVISORS LLC | 12,787 | 101,000 | 0.14% | ||
| 7 | MONTAG A & ASSOCIATES INC | 10,582 | 84,000 | 0.12% | ||
| 8 | QUADRANT CAPITAL GROUP LLC | 5,507 | 41,000 | 0.06% |
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.
