| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 7,093,363 | 62,918,000 | 89.69% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 691,487 | 6,133,000 | 8.74% | ||
| 3 | SVB WEALTH LLC | 48,716 | 432,000 | 0.62% | ||
| 4 | World Asset Management Inc | 41,540 | 368,000 | 0.52% | ||
| 5 | MENLO ADVISORS LLC | 12,787 | 113,000 | 0.16% | ||
| 6 | MONTAG A & ASSOCIATES INC | 10,582 | 94,000 | 0.13% | ||
| 7 | QUADRANT CAPITAL GROUP LLC | 10,310 | 90,000 | 0.13% |
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.
