| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 891,930 | 7,680,000 | 76.37% | ||
| 2 | Oxbow Advisors, LLC | 214,856 | 1,850,000 | 18.40% | ||
| 3 | Coe Capital Management, LLC | 37,250 | 321,000 | 3.19% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 23,800 | 205,000 | 2.04% |
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.
