As Of
| | Quarter (Ended) | | Holdings Form 13F | | Assets (Millions) | | Reporting Manager and Related Managers Managers with whom Investment Discretion is Shared |
2/14/24 | | | 12/31/23 | | | | 812 | | $2,194,509 | | | First Foundation Advisors |
| | | | | | | 27 | | $46,637 | | | Brookmont Capital Management |
| | | | | | | 366 | | $246,729 | | | First Foundation Bank |
11/15/23 | | | 9/30/23 | | | | 699 | | $1,287,637 | | | First Foundation Advisors |
| and 2 Other Managers |
8/14/23 | | | 6/30/23 | | | | 689 | | $2,314 | | | First Foundation Advisors |
| and 2 Other Managers |
5/12/23 | | | 3/31/23 | | | | 673 | | $2,175 | | | First Foundation Advisors |
| and 2 Other Managers |
2/14/23 | | | 12/31/22 | | | | 428 | | $2,088 | | | First Foundation Advisors |
| and 1 Other Manager |
11/10/22 | | | 9/30/22 | | | | 422 | | $2,042 | | | First Foundation Advisors |
| and 1 Other Manager |
8/12/22 | | | 6/30/22 | | | | 444 | | $2,264 | | | First Foundation Advisors |
| and 1 Other Manager |
5/5/22 | | | 3/31/22 | | | | 467 | | $2,770 | | | First Foundation Advisors |
| and 1 Other Manager |