| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 469,866 | 4,121,000 | 59.62% | ||
| 2 | Oxbow Advisors, LLC | 241,135 | 2,115,000 | 30.60% | ||
| 3 | Coe Capital Management, LLC | 37,250 | 327,000 | 4.73% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 23,800 | 209,000 | 3.02% | ||
| 5 | Cetera Advisor Networks LLC | 14,728 | 130,000 | 1.88% | ||
| 6 | First City Capital Management, Inc. | 1,200 | 10,524 | 0.15% |
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.
