| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 7,661,864 | 65,049,000 | 92.94% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 406,060 | 3,447,000 | 4.93% | ||
| 3 | CrestPoint Capital Management, LLC | 81,000 | 688,000 | 0.98% | ||
| 4 | World Asset Management Inc | 49,205 | 418,000 | 0.60% | ||
| 5 | MENLO ADVISORS LLC | 12,787 | 108,000 | 0.15% | ||
| 6 | QUADRANT CAPITAL GROUP LLC | 12,329 | 101,000 | 0.14% | ||
| 7 | MONTAG A & ASSOCIATES INC | 10,582 | 90,000 | 0.13% | ||
| 8 | ADELL HARRIMAN & CARPENTER INC | 10,311 | 87,537 | 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.
