| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 30,115 | 1,202,000 | 43.24% | ||
| 2 | Laird Norton Wetherby Wealth Management, LLC | 10,185 | 407,000 | 14.64% | ||
| 3 | JAMES INVESTMENT RESEARCH, INC. | 7,570 | 302,000 | 10.86% | ||
| 4 | ARGENT CAPITAL MANAGEMENT LLC | 6,205 | 248,000 | 8.92% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 5,250 | 210,000 | 7.55% | ||
| 6 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,220 | 208,000 | 7.48% | ||
| 7 | Veritable, L.P. | 5,083 | 203,000 | 7.30% |
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.
