| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 1,292,749 | 10,445,000 | 95.58% | ||
| 2 | Coe Capital Management, LLC | 36,000 | 291,000 | 2.66% | ||
| 3 | HOLLENCREST CAPITAL MANAGEMENT | 23,700 | 192,000 | 1.76% |
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.
