| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 7,129,076 | 72,289,000 | 93.18% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 399,603 | 4,052,000 | 5.22% | ||
| 3 | World Asset Management Inc | 44,149 | 448,000 | 0.58% | ||
| 4 | SVB WEALTH LLC | 33,775 | 342,000 | 0.44% | ||
| 5 | MENLO ADVISORS LLC | 12,787 | 129,000 | 0.17% | ||
| 6 | Veritable, L.P. | 10,789 | 109,000 | 0.14% | ||
| 7 | MONTAG A & ASSOCIATES INC | 10,582 | 107,000 | 0.14% | ||
| 8 | QUADRANT CAPITAL GROUP LLC | 10,366 | 104,000 | 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.
