| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 949,487 | 8,593,000 | 76.23% | ||
| 2 | Oxbow Advisors, LLC | 235,066 | 2,127,000 | 18.87% | ||
| 3 | Coe Capital Management, LLC | 37,250 | 337,000 | 2.99% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 23,800 | 215,000 | 1.91% |
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.
