| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 7,016,364 | 72,760,000 | 96.97% | ||
| 2 | CrestPoint Capital Management, LLC | 83,600 | 867,000 | 1.16% | ||
| 3 | World Asset Management Inc | 62,366 | 647,000 | 0.86% | ||
| 4 | Veritable, L.P. | 17,771 | 184,000 | 0.25% | ||
| 5 | MENLO ADVISORS LLC | 12,787 | 132,000 | 0.18% | ||
| 6 | SVB WEALTH LLC | 11,877 | 123,000 | 0.16% | ||
| 7 | QUADRANT CAPITAL GROUP LLC | 11,203 | 113,000 | 0.15% | ||
| 8 | MONTAG A & ASSOCIATES INC | 10,582 | 110,000 | 0.15% | ||
| 9 | JAMES INVESTMENT RESEARCH, INC. | 9,255 | 96,000 | 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.
