| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 1,190,083 | 9,414,000 | 80.71% | ||
| 2 | Oxbow Advisors, LLC | 194,053 | 1,535,000 | 13.16% | ||
| 3 | Coe Capital Management, LLC | 36,000 | 285,000 | 2.44% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 23,700 | 188,000 | 1.61% | ||
| 5 | Curi Capital, LLC | 20,736 | 164,000 | 1.41% | ||
| 6 | Waldron Private Wealth LLC | 10,000 | 78,000 | 0.67% |
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.
