| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 292,276 | 13,620,000 | 39.44% | ||
| 2 | KINGS POINT CAPITAL MANAGEMENT | 198,815 | 9,265,000 | 26.83% | ||
| 3 | WBI INVESTMENTS, LLC | 167,397 | 7,801,000 | 22.59% | ||
| 4 | World Asset Management Inc | 39,370 | 1,835,000 | 5.31% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 17,781 | 829,000 | 2.40% | ||
| 6 | DEARBORN PARTNERS LLC | 14,305 | 667,000 | 1.93% | ||
| 7 | Curi Capital, LLC | 5,625 | 262,000 | 0.76% | ||
| 8 | GARDNER RUSSO & QUINN LLC | 5,450 | 254,000 | 0.74% |
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.
