| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 344,559 | 4,776,000 | 55.53% | ||
| 2 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 275,890 | 3,824,000 | 44.47% |
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.
