| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 1,125,074 | 8,821,000 | 80.54% | ||
| 2 | Oxbow Advisors, LLC | 198,251 | 1,554,000 | 14.19% | ||
| 3 | Coe Capital Management, LLC | 36,000 | 282,000 | 2.57% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 27,650 | 217,000 | 1.98% | ||
| 5 | Waldron Private Wealth LLC | 10,000 | 78,000 | 0.71% |
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.
