| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 30,115 | 1,075,000 | 42.04% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 11,490 | 410,000 | 16.03% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 10,323 | 368,000 | 14.39% | ||
| 4 | Veritable, L.P. | 8,154 | 291,000 | 11.38% | ||
| 5 | Laird Norton Wetherby Wealth Management, LLC | 5,932 | 212,000 | 8.29% | ||
| 6 | ARGENT CAPITAL MANAGEMENT LLC | 5,645 | 201,000 | 7.86% |
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.
