| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 274,931 | 12,226,000 | 26.10% | ||
| 2 | MSF Capital, LLC | 271,518 | 12,074,000 | 25.77% | ||
| 3 | WBI INVESTMENTS, LLC | 238,142 | 10,590,000 | 22.61% | ||
| 4 | KINGS POINT CAPITAL MANAGEMENT | 193,061 | 8,585,000 | 18.33% | ||
| 5 | World Asset Management Inc | 38,162 | 1,697,000 | 3.62% | ||
| 6 | ROTHSCHILD INVESTMENT LLC /IL | 17,777 | 791,000 | 1.69% | ||
| 7 | DEARBORN PARTNERS LLC | 14,438 | 642,000 | 1.37% | ||
| 8 | GARDNER RUSSO & QUINN LLC | 5,450 | 242,000 | 0.52% |
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.
