| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 6,891,855 | 58,305,000 | 92.49% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 393,404 | 3,328,000 | 5.28% | ||
| 3 | CrestPoint Capital Management, LLC | 83,600 | 707,000 | 1.12% | ||
| 4 | World Asset Management Inc | 48,027 | 406,000 | 0.64% | ||
| 5 | MENLO ADVISORS LLC | 12,787 | 108,000 | 0.17% | ||
| 6 | QUADRANT CAPITAL GROUP LLC | 11,189 | 92,000 | 0.15% | ||
| 7 | MONTAG A & ASSOCIATES INC | 10,582 | 90,000 | 0.14% |
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.
