| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Shaker Financial Services, LLC | 31,704 | 599,000 | 67.91% | ||
| 2 | FIRST FOUNDATION ADVISORS | 14,973 | 283,000 | 32.09% |
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.
