| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 343,450 | 4,516,000 | 55.21% | ||
| 2 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 278,655 | 3,664,000 | 44.79% |
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.
