| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 37,408 | 567,000 | 77.46% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 10,845 | 165,000 | 22.54% |
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.
