| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 908,517 | 7,250,000 | 76.77% | ||
| 2 | Oxbow Advisors, LLC | 212,776 | 1,698,000 | 17.98% | ||
| 3 | Coe Capital Management, LLC | 36,000 | 287,000 | 3.04% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 26,110 | 209,000 | 2.21% |
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.
